## **Trustees’ Annual Report** for the period ## **1[st] January 2020** to **31[st] December 2020** Charity ## **THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST LUKE THE EVANGELIST YORK** Charity Registration Number ## **1185606** P a g e | 1 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 This page is intentionally blank P a g e | 2 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 |**Contents**|| |---|---| |**ADMINISTRATIVE INFORMATION**|**4**| |CONTACT INFORMATION|4| |CHARITY TRUSTEES|4| |OTHER CHARITY OFFICERS (NON-TRUSTEES)|5| |GOVERNING DOCUMENT|5| |CHARITABLE OBJECTIVES|5| |BANKERS|5| |**INTRODUCTION**|**6**| |**STRUCTURE, GOVERNANCE, AND MANAGEMENT**|**7**| |THE PAROCHIAL CHURCH COUNCIL (THE TRUSTEES)|8| |RISK MANAGEMENT|8| |PUBLIC BENEFIT|9| |TRUSTEES’ RESPONSIBILITIES|9| |**ACTIVITIES, MISSION, AND OBJECTIVES**|**10**| |WORSHIP AND PRAYER|10| |MISSION AND EVANGELISM|13| |PASTORAL CARE|17| |WORK WITHIN THE CHURCH OF ENGLAND|18| |ECUMENICAL RELATIONS|18| |VOLUNTEERS AND LAY WORKERS|18| |BUILDINGS WORK|19| |**FINANCIAL REPORT**|**21**| |INDEPENDENT EXAMINER’S REPORT|21| |OVERVIEW|23| |INCOME|23| |INVESTMENTS|23| |EXPENDITURE|23| |RESERVES|24| |STATEMENT OF GOING CONCERN|24| |STATEMENT OF FINANCIAL ACTIVITIES|25| |BALANCE SHEET|26| |STATEMENT OF ASSETS AND LIABILITIES|27| |ANALYSIS OF INCOME AND EXPENDITURE|27| |**DECLARATIONS**|**33**| ## P a g e | 3 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 ## ADMINISTRATIVE INFORMATION ## CONTACT INFORMATION **Address** St Luke the Evangelist Church Burton Stone Lane YORK YO30 6DG **Phone No.** 01904 628 337 **Email** treasurer@stlukesyork.org **Website** https://www.stlukesyork.org ## CHARITY TRUSTEES The charity’s Trustees are the ex officio, elected, and co-opted members of the Parochial Church Council. Trustees are elected annually at the Annual Parish Meeting (Wardens) and the Annual Parochial Church Meeting (PCC Members). PCC members who have served from 1[st] January 2020 until the date this report was approved were: _**Ex Officio** Incumbent (Chair)_ Rev Jacqueline Margaret Doyle-Brett (Chair) until February 2021 _Readers_ Lynn Anne Comer Martin Sheppard until September 2020 _Wardens_ Elaine Hill until November 2020 Colette Anne Longbottom from November 2020 _Chair from April 2021_ David Pownall until November 2020 David Titterington-Cook from November 2020 _Deanery Synod_ Daniel Grayson from November 2020 _Representatives_ James Hume until April 2020 Sally Christine Maybridge Christina Jane Pownall _**Elected Members**_ Stephen Michael Adams Alfreda Alderson George Buynan until November 2020 Mark Justin Comer from November 2020 ## P a g e | 4 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 Sarah Daniel Elizabeth Anne Davies Steward Andrew Graham Jennifer Gwynne Harriet Rachel Leigh Anne Kathryn Lockitt Barbara Martin Elizabeth Marjorie Sharp Gillian Mary Tyler Elizabeth Anne Village Geoffrey Williams until November 2020 from November 2020 from April 2021 from November 2020 until November 2020 from November 2020 until November 2020 _**Co-opted Members** Deacon_ Margaret Elizabeth Carrington OTHER CHARITY OFFICERS (NON-TRUSTEES) _Treasurer_ David Boyd ## GOVERNING DOCUMENT The charity’s principal governing document is the Parochial Church Council Powers Measure (1956) as amended _and_ Church Representation Rules that came into force on 02 January 1956 and were revised in 2020. ## CHARITABLE OBJECTIVES The charity’s stated objective is promoting in the Ecclesiastical Parish the whole mission of the Church. ## BANKERS The charity’s funds are invested in three banks and investment groups as follows. The Cooperative Bank Flagstone Investment Management CCLA Investment Management PO Box 250 1[st] Floor, Clareville House Senator House Delf House 26-27 Oxendon Street 85 Queen Victoria Street Skelmersdale London London WN8 6WT SW1Y 4EL EC4V 4ET P a g e | 5 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 ## INTRODUCTION The Parochial Church Council presents their report and accounts for the year ended 31[st] December 2020. The financial statements comply with the Charities Act 2011 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and the Republic of Ireland (FRS 102) (effective 1 January 2019). This report is the first report of the Trustees of the Parochial Church Council of the Ecclesiastical Parish of St Luke the Evangelist, York. The PCC became a registered charity on 3[rd] October 2019 because the church’s income had been in excess of the £100,000 threshold for two consecutive years and is now in receipt of a large legacy. The report covers the year 2020 between 01 January 2020 and 31 December 2020. However, the election of the PCC, who are the charity’s trustees, took place at the church’s Annual Parish and Annual Parochial Church Meetings (APCM) on 07 November 2020. The church’s financial year covers the calendar year of 2020 as required for all Anglican churches in the Diocese of York. The accounts for 2020 are the latest full set of accounts for the period of this Trustees Report. In February 2020, the Vicar’s Report talked of a time of excitement in the year ahead. However, by 23 March 2020 the nation had entered the first lockdown. The church building closed, and everything seemed to be put on hold. The pandemic gave St Luke’s the opportunity to demonstrate that is indeed a praying, caring, sharing church willing to live out its vision in the community it serves. Within weeks of the lockdown, St Luke’s had responded by setting up _Helping Hands_ , _Prayer Connect_ , pastoral link coordinators, online worship, and a worship landline. The leadership group created a Parish Continuity Plan and the associated risk assessments. The whole church came together to serve its community. Even though many projects and activities had to cease, certain other projects continued. Work on the Community Hub project continued, with the Buildings Group drawing up plans and submitting Faculty applications. Services of divine worship continued, and, thanks to the outsideIN and Church Differently services, the church has continued to grow in the 20-40 age range, despite lockdowns and restrictions. St Luke’s was also able to take a decision to support Church Mission Society partners and able to meet the partners in December. It was a privilege to be able to listen to them during one of the church’s services and hear of their mission and ministry in Brazil. _Luke’s Larder_ also continued to develop, and moved from term-time only to weekly, and now includes the _Can Cook_ initiative. This has become a vital community resource as the pandemic progressed. St Luke’s looks forward to being able to safely resume some pre-pandemic activities in 2021, and the PCC is committed to explore new ways to serve the church’s Parish and congregation as we emerge from the pandemic. P a g e | 6 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 STRUCTURE, GOVERNANCE, AND MANAGEMENT St Luke’s is an Ecclesiastical Parish Church in the Church of England, part of the Diocese of York. It is situated about a mile north of York Minster, standing on the corner of Burton Stone Lane and Shipton Street. The Parish extends eastwards from A19 Shipton Road with Burton Stone Lane as its spine. It is bounded by the York-to-Scarborough railway line to the east, and Kingsway North and Burton Green to the west and north. P a g e | 7 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 THE PAROCHIAL CHURCH COUNCIL (THE TRUSTEES) The Parochial Church Council (PCC) is a body corporate under the _Parochial Church Councils (Powers) Measure 1956_ and the _Church Representation Rules_ (revised in 2020). It is a charity registered with the Charities Commission (Registration Number 1185606). _Inter alia_ , the PCC is responsible for making decisions on all matters of general concern and importance to the Parish, including deciding how the funds of the PCC are to be spent. The method of appointment and election of PCC members, including _ex officio_ members, is set out in the _Church Representation Rules_ . The membership of the PCC at St. Luke’s is set out above on pages **Error! Bookmark not defined.** -5. Elections for Churchwardens, PCC Members, and Deanery Synod Representatives takes place annually. In 2020, these elections took place at virtual Annual Parish and Annual Parochial Church Meetings (held under authority of a Bishop’s Instrument issued for the Diocese of York allowing virtual APMs/APCMs to take place during the coronavirus pandemic) on 07 November 2020. Elected members of the PCC serve a one- or three-year term and may stand for re-election at the end of their term. Deanery Synod representatives are elected for the duration of the Synod’s triennium. Approximately one third of the elected membership of the PCC becomes vacant every year. Any person on the Electoral Roll of the Parish for more than six months preceding an election may stand to be a member of the PCC. The PCC met four times during the year, with extra business conducted by correspondence on six occasions. The average attendance at PCC meetings was 79%. Attendance was affected due to the need during the coronavirus pandemic of meeting via videoconferencing technology, and some members were unable to participate in virtual meetings. Given the wide responsibility of the mission and ministry, and to encourage the growth of the church, several groups exist from time to time to be responsible for a particular aspect of Parish life. In 2020, these were: Christian Formation and Discipleship; Communications; Community Outreach; Finance and Buildings; Music, Arts, and Drama; Spiritual Enrichment and Nurture; and Welcome and Inclusion. In addition to these groups, a special buildings project group was acting in 2020 to look at specific plans for the church and church hall buildings. All groups report to the PCC. From November 2020 no member of the PCC undertook the role of Treasurer, and so the PCC resolved to appoint a non-member to be the church’s Treasurer until the next APCM. ## RISK MANAGEMENT The PCC is resolved to take appropriate steps to manage and mitigate governance, external, operational, legal/regulatory including safeguarding, and financial risks. These steps include regular P a g e | 8 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 monitoring of risk and identifying means to mitigate risks. This includes _inter alia_ data protection compliance, a reserves policy, a Parish continuity plan, safeguarding policies, and health and safety risk assessments. In 2020, the Parish continuity plan and health and safety risk assessments were revised to include the risks associated with the coronavirus pandemic. Appropriate financial systems and procedures have been established to manage and identify financial risks. Budgetary and accounting risks are minimised by continual scrutiny of the accounts by the PCC at its regular meetings, and financial summaries are routinely circulated to the PCC between meetings. ## PUBLIC BENEFIT The Trustees confirm that they have complied with the duty of Section 4 of the Charities Act 2006 to have due regard to the Charity Commission’s general guidance on public benefit when reviewing the charity’s aims and objectives, and in planning activities and setting policies and priorities for the year ahead. ## TRUSTEES’ RESPONSIBILITIES The Trustees are responsible for preparing the Trustees' Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of charity and of the incoming resources and application of resources of the charity for that year. In preparing these financial statements the trustees are required to: - select suitable accounting policies and then apply them consistently; - observe the methods and principles in the charity’s SORP; - make judgements and estimates that are reasonable and prudent; - state whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements; and - prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation. The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 1993 and the Charity (Accounts and Reports) Regulations 2008. They 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 irregularities. On behalf of the PCC Gillian Tyler PCC Secretary P a g e | 9 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 ## ACTIVITIES, MISSION, AND OBJECTIVES St Luke’s PCC worked with the Incumbent, the Rev Jackie Doyle-Brett, in promoting the Ecclesiastical Parish, and the whole mission of the Church of England – pastoral, evangelistic, social, and ecumenical. In addition to its stated charitable objective of promoting the Ecclesiastical Parish, the PCC has resolved that - **We believe in one God: Father, Son, and Holy Spirit;** - **We are a Christian family of people who worship and serve God; and,** - **We are a praying community, committed to caring for one another and those in our community, and sharing God’s love with everyone.** The PCC is also specifically responsible for maintaining St Luke’s Church Hall in Shipton Street, York, which is located adjacent to the church building. ## WORSHIP AND PRAYER The PCC is committed to enabling as many people as possible to become part of the worshipping community of the church, as well as working to care of the residents of the whole Ecclesiastical Parish. The PCC maintains an overview of the governance of the parish, as well as its worship and missional activities, and appoints individuals and creates groups to help facilitate its mission. ## _Services_ St Luke’s holds regular services of divine worship and occasional offices. These are offered during the week and throughout the year, which the community finds socially beneficial and spiritually uplifting. As an inclusive church, the PCC ensures that all services are provided in meaningful ways; the sacraments are rooted in Scripture that declares all God’s children are loved. Together, the church community explores what this means for St Luke’s and the wider Church. Until the national lockdown restrictions resulting from the coronavirus pandemic came into force in March 2020, St Luke’s held regular services of divine worship in the church building throughout the week. Additional services were also held from time to time to serve specific groups, or to respond to needs. The church’s worship included: - **Sunday services** , in accordance with the Canons of the Church of England, with additional time for reflection during the service and a time for refreshments socialisation afterwards; - **Morning prayer** , on some week-day mornings; - **Mid-week Eucharist** , on some Wednesday evenings; - **Forget-Me-Not** , a simple service for those living with dementia and their carers, with a chance for refreshments and socialisation afterwards; - **4everyone** , a monthly short, fun service for families with young children. - **Church Differently** , a monthly service held on the first Tuesday of every month and organised and led by young people, with a specific mission to reach young adults and students as an alternative to inherited forms of church; and, - P a g e | 10 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 - **outsideIN** , a monthly Eucharist or service of prayer held on the first Saturday of every month, serving people who identify as LGBTQ+, their friends, and all who are committed to inclusion. Both ordained and lay members of the congregation also provided spiritual direction, prayer, study groups, and other forms of worship on regular occasions. After the imposition of lockdown restrictions in March 2020, the church building was closed. St Luke’s began to offer pre-recorded services released on Sunday mornings, in place of the usual primary Sunday service. No other regular services were held physically. These services were filmed and edited by members of the congregation. They included all the components of a Eucharistic service, including authorised liturgy for spiritual communion. The church musicians and choir recorded their individual parts to hymns and songs which were included in the recordings. Other live, virtual services were held. The 4everyone service was conducted via _Zoom_ and continued to engage families and young children. During the year, the outsideIN services were also held via _Zoom_ , and that worshipping community grew substantially. P a g e | 11 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 Once restrictions permitted the resumption of religious services, St. Luke’s continued to be limited by health, safety, and social distancing guidelines. Eucharistic services and evening prayer resumed in the church building, requiring pre-booking to attend. Holy Communion was administered in one kind only, and services were conducted according to COVID-safe guidelines and procedures issued by the government and the Diocese. The opportunity for socialisation and refreshments was a marked absence, much missed by the worshipping community. The Church’s festal services at Easter and Christmas in 2020 were affected by the pandemic. At Easter, the church building was closed, and so an online service was created. At Christmas, physical services were held in the church building, with an overall attendance of 77 worshippers; however, this is an increase of approximately 20 worshippers compared to the physical services held over Christmas in the previous year. ## _Occasional Offices_ In addition to regular and routine services, St Luke’s enables the Parish and others to celebrate and give thanks to God at the milestones of a person’s journey through life. This is conducted through baptism, in which we give thanks to God for the gift of a new child and commit them to the church community; the public declarations of love and the exchanging of the vows of marriage; and enabling at funerals the expression of families’ grief in the loss of their loved ones, and the sure hope of the resurrection of the dead and the commendation of the dead into the hands of God. The performance of the occasional offices of baptisms, marriages, and funerals was hindered by the coronavirus pandemic and the restrictions imposed on religious services. However, during 2020 St Luke’s was able to celebrate six baptisms, two weddings, and conduct eight funeral services. ## _Music, Arts, and Drama_ The pandemic helped St Luke’s to explore new ways of using music, arts, and drama in online worship. Much of what the church did over the year would not have been possible without the time and technical expertise of members of the congregation and PCC, and St Luke’s is extremely grateful for P a g e | 12 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 their skills. The choir produced an online carol concert; intercessions have included the use of Lego, arts, and crafts; and an online nativity play was also produced. St Luke’s is indebted to its team of worship leaders, musicians, technical producers, and other worshippers to produce weekly online services in a variety of formats and using a variety of media. Guided by the Holy Spirit, the church prays that in 2021, worship will again resemble a ‘normal’ pattern, including in-person music and song. St Luke’s will continue to make use of the most creative aspects of worship developed during the pandemic to enhance its offer of worship to the Parish. St Luke’s remains affiliated to the Royal School of Church Music and is a partner church of Resound Worship. Both links have been extremely helpful in this year – RSCM provided advice and guidance around singing in worship and Resound Worship generously permitted use of all their material for the church’s online services. ## MISSION AND EVANGELISM St Luke’s is committed to the mission of the Church of England as expressed in the Five Marks of Mission: - **Tell** – to proclaim the Good News of the Kingdom; - **Teach** – to teach, baptise and nurture new believers; - **Tend** – to respond to human need by loving service; - **Transform** – to transform unjust structures of society, to challenge violence of every kind, and pursue peace and reconciliation; and, - **Treasure** – to strive to safeguard the integrity of creation and sustain and renew the life of the earth. St Luke’s has engaged with the _Growing your Church_ project within the Diocese. This has involved a project group with wider consultation with the congregation and action plans to develop the work of the church. This project incorporates the Charity Commission guidance on public benefit; in particular, the specific guidance for charities for the advancement of religion. St Luke’s main aim in mission and evangelism is to enable everyone to live out their faith as part of our worshipping community through worship and prayer, the provision of pastoral care, outreach work, and promoting inclusion and affirmation. ## _Children and Youth Work_ St Luke’s runs and participates in work specifically aimed at supporting children and young people. In doing so, the PCC ensures compliance with all relevant government, diocesan, and Church of England safeguarding legislation and best practice. This work includes a Sunday School; _Explorers_ , a children’s group aimed at three- to eleven-year-olds; _Six:16_ , a youth group aimed at those of secondary school age; _Pathfinders_ , a group for young people aged 10 to 18; and an annual children and youth activities week during the summer. P a g e | 13 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 2020 proved to be a particularly challenging year for the church’s children and youth work. Provision of activities on Sunday mornings was reviewed at the end of January 2020 and new ideas and initiatives were planned to be implemented in the succeeding months. During January, February, and in early March, the _Streams_ and _Oasis_ groups met in the church hall for their own age-appropriate teaching as part of Sunday School, and the 4everyone family eucharist services were held in the first three months of the year. In late March, all provision for children and youth work on Sundays ended due to the impact of the coronavirus pandemic. The _Explorers_ group was meeting regularly on a Friday evening at the start of the year and were working towards a musical production of _David and Goliath_ to be performed at Easter. This group’s activities were suspended in March. At the end of April, the group resumed virtual sessions and continued to meet in this way for the remainder of the year. Participation in virtual sessions was low, but a small and committed group of children and their parents regularly attended. The _Six:16_ group also met regularly at the start of the year and assisted in the provision of the welcome lunch in January and the 4everyone services in February and March. The group’s activities were suspended from late March and are expected to resume in September 2021. The _Pathfinders_ group met in February and visited Bootham School to conduct an astronomy evening. This was a successful event. The group held some online quiz activities from May onwards, but the young people found these difficult to participate in after days of online participation in schoolwork. The group did not meet again in 2020, and its weekend away was cancelled. The annual activities week was also cancelled and is not projected to run again until 2022, due to the coronavirus pandemic. It is hoped that the activities week can be successfully relaunched in the new church hall, which is anticipated to be complete by that time. The youth choir, whose singing at the Mothering Sunday service in March was also cancelled, were unable to meet until December. They met in a COVID-safe manner to record a carol for the online carol service. At Christmas, the _Explorers_ , _Pathfinders_ , and the youth choir leaders decided to send the children and young people who participate in these groups a Christmas present to show that they were still very much in the church’s thoughts and prayers. Forty selection boxes were bought and wrapped, and a team of leaders delivered the presents. ## _Green and Environmental Work_ In keeping with the Church of England’s commitment to treasure and safeguard God’s creation, the PCC operates and participates in green and environmental initiatives to sustain and renew the life of the earth. P a g e | 14 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 The Church of England’s National Environmental Working Group (EWG), in line with UK Government policy, is working towards the target of net zero carbon emissions by 2050, and those parts of the Church that can move faster are strongly encouraged to do so. The Church of England’s interim target is a 57% reduction by 2030, compared with a baseline year in 2006. In line with General Synod’s Green Agenda, the Diocese of York has appointed a Green Ambassador, and a member of the PCC has been invited to become a member of the Diocese’s Environment Steering Group. All churches are encouraged to work together to achieve this ambitious target as part of the Church’s collective Christian discipleship. St Luke’s has an excellent record and green thinking is something that runs through much of the PCC’s operations. The PCC recognises that to achieve its targets, more volunteers will be required to support its environmental work. In 2020, St Luke’s explored how to become a recognised eco-church. Church media and services continued to highlight environmental and green issues. The PCC is conscious of the environmental impact of its proposed building works, and the PCC resolved to rebuild the church hall to meet current national environmental standards. ## _Communications_ Communicating St Luke’s faith, worship, aims, and activities is a year-round activity, and the church is grateful to those who keep it going. Individuals work hard to produce posters, flyers, leaflets, and more – as well as compiling, designing, arranging, printing, and distributing our widely-admired Grapevine magazine and Grapevine Lite. During the pandemic, the production of the weekly church notice sheet was suspended. Coverage of St Luke’s church activities was arranged with local print and broadcast media. A team of three individuals oversaw the St Luke’s Facebook page, which is used for announcing upcoming events and reporting on them afterwards; a Facebook group was used as a discussion forum for church members who wished to use it. During the lockdowns, the team made sure the congregation and the Parish were kept informed of the church’s events and activities through regular emails and letters. Online services were streamed via YouTube and accessed through the church’s website or by telephone. Those responsible for creating the online services have made a huge contribution to maintaining the sense of St Luke’s Church as a living and worshipping community during difficult times. ## _Community Engagement_ Over the year, particularly from April, _Luke’s Larder_ (part of YourCafe York) had an average of 25-8 people coming, and the total goods taken fed approximately 54 people per week. St Luke’s has a team of regular volunteers. The number of customers has risen over the year, with increases during school holiday periods. In addition to the _Larder_ , the church has worked with the City of York Support Workers within the church’s ward to provide cook boxes for over 252 households during school holidays, feeding over 1,024 people. A surplus of food was received from other organisations, including the ## P a g e | 15 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 universities and Morrison’s supermarket at Christmas, which provided lunch for families who would otherwise have gone without. St Luke’s continues to apply for grants to supplement any donations received to bolster its community work. Arrangements previously made with Marks & Spencer are not secure, and so the church is exploring the possibility of working with other supermarkets to provide a more regular supply of surplus food. This has included a trial of vegetable surplus from Door 84, and this relationship has been strengthened over the year. Over the year, the Mothers’ Union kept in touch with members through the church’s Grapevine Lite. Several of the church’s members responded to the call for people to sew scrubs for NHS staff. The Parents & Toddlers group has kept in touch with members and assisted with varying needs via the group’s Facebook page, often in conjunction with _Luke’s Larder_ and _Snack Shack_ , run from Clifton Green School. The loss of the _Joyful Connections_ , _Tuesday Club_ , and usual Mothers’ Union and Parent & Toddler groups has been commented on by customers of the _Larder_ , local community workers, and local City Councillors. St Luke’s is grateful that technology has helped in supplementing this community engagement but recognises that it is no substitute for people in the community meeting together. The church trusts and prays that it will continue to be able to meet the needs of the community. ## _Spiritual Nurture and Enrichment_ This year presented a total change in the way we live, relate, worship, and work. Over 2020, the Spiritual Nurture and Engagement Team continued to reflect on the possibilities of what and how St Luke’s offers “nurture and enrichment” within the congregation and the Parish throughout lockdown. There have been opportunities for online provisions for the majority; however, the team recognised that this has not been possible for everyone and bore that in mind when devising enrichment and nurture resources and activities. The Prayer Team continued to offer support throughout the year. Prayer requests were gathered online via the church’s website and managed by a coordinator, with an agreed protocol of confidentiality. When permitted, services of morning prayer took place in the church building. In Advent (December), the team agreed to offer people a book to use in personal prayer at home. This was _Preparing for Christmas_ by Richard Rohr. St Luke’s commitment to spiritual nurture and enrichment extends to all church groups, activities, events, and conversations. ## _Welcome and Inclusion_ St Luke’s is committed to the radical inclusion of all God’s children in its worship and activities. St Luke’s is registered with the Inclusive Church network. P a g e | 16 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 Due to the lockdown restrictions, it has not been possible to welcome families with young children in the usual way. St Luke’s eagerly anticipates being able to welcome, include, and support families with young children again in its worship. St Luke’s is committed to making church buildings accessible to all, particularly those with restricted mobility. This remains a high priority and is being fully integrated into the Community Hub project (see the Building Work section on page 19). In May 2019, St Luke’s launched outsideIN, a space which grew from a monthly offering of a safe space Eucharist service for LGBTQ+ people. Its mission statement is to be “a group of LGBT+ people and friends who have found that there are no outsiders to God’s love and that God welcomes us in to share God’s life just as we are”. In January, the group began meeting on the first Saturday of each month for a service of evening prayer. In April, this service moved online, becoming a virtual service via _Zoom_ . In addition to services of divine worship, the group has held online and, when restrictions permitted, physical social activities for its worshippers. In December 2020, the group welcomed the Rt. Rev. Paul Bayes, Bishop of Liverpool, at its online service, who offered a reflection on the Church of England. This was a very well-received and special event in outsideIN’s programme. outsideIN has grown exponentially over 2020. It has continued to flourish in unexpected ways – including in that, since meeting online, the community has grown to include people from other cities and countries. The group welcomed 13 new members in the period March to December 2020, all within the 20-30 age bracket. In July 2020, the PCC resolved to defer St Luke’s sponsorship of York Pride to 2021, reflecting the cancellation of the usual York Pride due to the pandemic. The church remains committed to sponsoring York Pride, alongside other Church of England churches, and ecumenical churches in York. In November 2020, the Church of England published the _Living in Love and Faith_ teaching documents and programme, in line with its continuing discernment around human sexuality, relationships, and marriage. St Luke’s is devising how best to engage with the teaching material in 2021, accounting for the Diocese of York’s timeframe for engagement. The PCC express their gratitude to the Worship and Inclusion Team for their hard work over a difficult year. ## PASTORAL CARE St Luke’s provides pastoral care across the Ecclesiastical Parish in various ways. Everyone who regularly worships at St Luke’s is well known to the PCC and Churchwardens, and their pastoral needs can be identified, and support offered. In 2020, the Sidespersons Team introduced welcomers, specifically responsible for welcoming new people as they visit the church and join the worshipping community, and to nurture newcomers’ ## P a g e | 17 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 relationships with the church. In January 2020, a special lunch was hosted in the church hall to welcome those who have joined the community in 2019. There are two Recognised Parish Assistants with specific responsibility for pastoral care, and they provide a listening ear and outreach to the community, as well as the provision of prayer and the sacraments. The clergy of the church, including the Incumbent, are well known in the Ecclesiastical Parish. This recognition has been achieved through _walking the Lane_ , and actively engaging with schools and local businesses. Contacts and relationships have been built through _Messy Church_ . ## WORK WITHIN THE CHURCH OF ENGLAND The three Deanery Synod Representative members of the PCC sit on the Deanery Synod for York Deanery. The Deanery Synod considers growth, mission, evangelism, and other matters which concern churches in the city centre and local area. This provides the PCC with an important link between St Luke’s and the wider work of local churches. In 2020, this included participation in consultation work for the Diocese of York’s _Living Christ’s Story_ project. Two members of the PCC have been elected to sit on the Deanery Leadership Team, which is the steering committee for York Deanery. Additionally, one member of the PCC has been elected Diocesan Synod for the Diocese of York, which considers diocesan-wide matters; and the Incumbent was a member of the Church of England’s General Synod. ## ECUMENICAL RELATIONS St Luke’s works with churches of other Christian denominations for certain projects throughout the year. Ordinarily, this would include work with local Methodist, United Reformed Church, and groups within the Roman Catholic Church in support of York Pride. Due to the coronavirus pandemic, York Pride was not held in 2020. The PCC remains committed to working alongside other Christians, and other religious groups, to promote inclusion and affirmation. ## VOLUNTEERS AND LAY WORKERS The PCC is grateful that it has been supported by numerous volunteers over the year, who together make the church a praying, caring, and sharing presence in the Ecclesiastical Parish and beyond. The PCC recognises that without the work of the church’s volunteers, it could not operate such a welcoming and inclusive church. ## _**Recognised Parish Assistants**_ Three members of the congregation have undertaken the Diocese of York’s Recognised Parish Assistant course. These individuals are licensed and permitted to visit parishioners, administer the reserved sacrament to the sick and housebound, undertake hospital and bereavement visits, assist the celebrant at services in sheltered accommodation and care homes in the parish, administer the chalice at Holy Communion, and be part of the prayer and ministry team. ## P a g e | 18 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 ## _**Sidespersons**_ Sidespersons are an office established under Canon E2 (Of sidesmen or assistants to the churchwardens), who are appointed by the parochial church council to “promote the cause of true religion in the Parish and to assist the churchwardens in the discharge of their duties in maintaining order and decency in the church and churchyard, especially during the time of divine service”. At St Luke’s, specific duties include welcoming people when they come into church, and enabling services to take place in good order. They are responsible for ensuring the information displays are up to date, taking the offering, and guiding congregants during the Eucharist. As St Luke’s has committed to being a radically inclusive church, the role of sidesperson is extended to include _Welcomers_ . Their specific responsibility is to ensure people feel fully welcomed at services, and are identifiable to the congregation. As part of their welcome, Welcomers ensure that new visitors are looked after following services, including by introducing them to other members of the congregation, and ministers. The Welcomers are responsible for providing information about the church, its services, and its wider mission. In 2020, there were 25 sidespersons; 17 of whom were sidespersons, 12 were Welcomers, and two held both responsibilities. ## _**Other Volunteers**_ St Luke’s does not employ any staff, and so all the church’s activities are carried out on a voluntary basis. This includes a church hall secretary, pastoral support, prayer loop volunteers, eucharistic assistants, and all members of the groups mentioned in this report which contribute to and facilitate the life and work of the church. ## BUILDINGS WORK The St Luke’s Community Hub project was born out of a Leading Your Church into Growth course which the church congregation did together in 2017 and our Plan4Growth was launched in January 2018. Whilst ideas for several elements of the project had been around for some years, the need for building facilities that would facilitate our mission and growth in the Parish brought these ideas and more together in the SLCH project. The heart of the project makes our buildings accessible but creates flexible spaces for community needs. The Church Hall is rebuilt in brick and includes fully accessible toilets and a catering standard kitchen; the Church Hall is linked to the Church building with a new foyer and link which becomes the new main entrance to our buildings; level access is provided to all of our building entrances; the chapels in the Church are created as separate useable spaces with glazed P a g e | 19 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 infill to the chancel archways; and parking provision for a funeral hearse is provided to the front of the church on Burton Stone Lane. Planning consent for the c£0.5m project was granted in September and a Reserved Matters application has been made to the Council to remove two onerous conditions relating to standards of environmental sustainability which would otherwise make the project unviable. Building Regulations approval was obtained in August, and a Church of England Faculty application was made in October. 70% of the project is being funded from a generous legacy, part of which is tied up in a property which is being sold. The balance is being met through Gift Days, grant applications and other fund-raising activity. P a g e | 20 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 ## FINANCIAL REPORT INDEPENDENT EXAMINER’S REPORT **Report to the trustees/members of** THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST LUKE THE EVANGELIST YORK **On the accounts for the year ended** 31 December 2020 **Charity number** 1185606 **Set out on pages** 25 – 32 **Responsibilities and basis of report** I report my examination of the accounts of the above charity ("the Trust") for the year ended 31/12/2020. The charity’s Trustees are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. **Independent Examiner’s Statement** The charity's gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of The Chartered Institute of Management Accountants and The Association of International Accountants. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: - the accounting records were not kept in accordance with section 130 of the Charities Act; or - the accounts did not accord with the accounting records; or - the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair' view which is not a matter considered as part of an independent examination. P a g e | 21 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. **----- Start of picture text -----**
Date:
1April 2021
**----- End of picture text -----**
P a g e | 22 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 ## OVERVIEW 2020 has been an unprecedented year, with almost everyone affected financially by the pandemic, and St Luke’s was no exception. The Accounts show total reserves of £206,298 which includes the Designated Fund (Legacy) of £160,495; Hall and Building Fund of £39,128; and the General Fund of £2,686 – a reduction of £11,307 against 2019 unrestricted funds. The General Fund now falls short of the benchmark of £27,000 due, in the main, to a reduction in income and additional unexpected costs on building work and church maintenance. The legacy fund expenditure is referenced in the buildings work section of this report on page 19. ## INCOME Total unrestricted receipts were £80,893. The church was in receipt of an increase in donations by bank transactions, due in part to conversion from stewardship envelope giving, which was not possible during the times the church building was closed. Due to those closures, regular giving and loose plate collections saw a reduction of £4,744 year-on-year. However, the generosity of the congregation at St Luke’s was evidenced in the church’s Gift Day, which saw an unprecedently large amount of donations, totalling £25,575 (pre-gift aid) in donations for the Community Hub project. The gift aid for those donations is expected to be received in 2021. St Luke’s received a grant of £328.88 from the Sunday Schools Committee, however that Trust has now been wound up due to a lack of investment income. No grant was this year received from the Clifton Ward Committee, which would ordinarily cover the operating costs of producing Grapevine Lite, and the Activity Week which did not run. St Luke’s anticipates that grant being continued in 2021. Gift aid receipt in 2020 was £16,561, which is a decrease from the previous year, but still provides for 19% of our unrestricted income. Due to the pandemic, the income from hall lettings was substantially lower than in previous years. ## INVESTMENTS To safeguard the church’s finances following the receipt of the legacy, the PCC authorised the transference of up to £85,000 in separate ethical financial institutions so that, should there be any failures in the banking sector due to the pandemic, the funds would be covered by the Financial Services Compensation Scheme. This has resulted in slightly less favourable interest rates, but it was felt that this was a price worth paying to dutifully safeguard the church’s funds. ## EXPENDITURE There was no correlating decrease in expenditure comparable to income. The Free Will Offering to the Diocese of York amounted to £61,560 and is the largest item of expenditure at 68% of unrestricted payments. Our Mission Giving was £9,060 with a further £10,000 donated to Holy Evangelists, Shipton by Beningbrough for their new toilets. There is a corresponding entry in the balance sheet transferring this amount to the General Fund from the Legacy Fund. P a g e | 23 > St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 There was a reduction in church running expenses due to the closures of the church building throughout the year. However, some fixed costs (i.e., insurance, photocopier lease, utility bills, etc.) continued to be paid. Gas bills were slightly higher than expected to maintain the integrity of the church fabric and organ. Maintenance is higher due to necessary expenses arising from the quinquennial inspection. Significant items of expenditure are detailed in the notes to the accounts on page 31. ## RESERVES The PCC’s Reserves Policy is in line with the Diocesan guidance approximating to four months’ worth of unrestricted payments. This would imply a suitable level of general reserves of £27,000 designated as _General Reserve_ for St Luke’s. Reserves funds are invested with the Church of England’s CBF Deposit Fund, or with other ethical financial institutions. The balance for reserves at the end of 2020 were: |•|General Reserve|£2,656| |---|---|---| |•|Legacy|£160,495| |•|Mission|£300| Notably, the general reserves balance is substantially lower than the benchmark. The PCC is committed to the safeguarding of the church’s future and is resolved to improve the reserves balance when possible. ## STATEMENT OF GOING CONCERN The accounts were prepared on a going concern basis. The Trustees have concluded that the charity is a going concern. The church can meet its operating costs and holds a suitable amount in total reserves. Whilst its benchmark for reserves is against the general reserves, the legacy reserves can be utilised to meet operational needs. The church has a series of generous giving initiatives planned to run in September and October 2021, in line with the Diocese of York’s generous giving scheme. As the church has reopened for services due to changes in national restrictions, loose plate collection income has resumed. The church intends to use the legacy reserve for building works on the church and church hall. The church has experienced a decline in giving during the coronavirus pandemic, and a loss of income from the church hall lettings. The church intends to promote the use of electronic giving to supplement lost loose plate collection income and other donations. The church can apply to the Diocese of York for financial support if necessary. David Boyd, Treasurer P a g e | 24 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 ## STATEMENT OF FINANCIAL ACTIVITIES ||**Unrestricted**
**Funds**
**Restricted**
**Funds**
**Endowment**
**Funds**
**Total**
**Funds**
**Prior Year**
**Total Funds**| |---|---| |P a g e| 25
**Receipts**
Voluntary Income
Planned Giving
Collection at services
Donations
Gift Day
Grants
All other giving/voluntary income
Gift Aid recovered
Activities for Generating Funds
Investment income
Church Activities
Other incoming resources
**Total income**
**Payments**
Church activities
Free Will Offering
Clergy and Staffing
Church running expenses
Hall running costs
Church Major Repairs
Hall Major Repairs
Mission giving & donations
Cost of generating funds
Costs of generating voluntary income
Fundraising Trading costs
Investment management costs
New Building Work
**Total expenditure**
**Net income / (expenditure) resources before**
**transfer**
**Transfers**
Gross transfers between funds - in
Gross transfers between funds - out
Other recognised gains / losses
Gains / losses on investment assets
Gains on revaluation, fixed assets, charity's own use
**Net movement in funds**
**Total funds brought forward**
**Total funds carried forward**
**Represented by**
**Unrestricted**
General fund
**Designated**
Building Fund
Legacy Fund
Mission|60,080
40
—
60,120
63,179
685
—
—
685
1,767
1,269
1,498
—
2,767
2,193
—
25,575
—
25,575
4,414
328
—
—
328
190
156
—
—
156
225,959
15,575
985
—
16,561
16,985
1,077
—
—
1,077
4,864
665
1
—
666
549
1,055
44
—
1,099
2,780
—
—
—
—
—| ||**80,893**
**28,143**
**—**
**109,037**
**322,885**
61,560
—
—
61,560
59,760
3,464
93
—
3,557
4,824
14,090
909
—
14,999
20,380
2,013
—
—
2,013
2,851
39,948
—
—
39,948
1,725
2,325
—
—
2,325
—
19,060
—
—
19,060
9,140
58
—
—
58
57
56
260
—
317
191
90
—
—
90
—
11,931
—
—
11,931
750| ||**154,598**
**1,262**
**—**
**155,861**
**99,680**| ||**(73,705)**
**26,880**
**—**
**(46,824)**
**223,205**
10,000
—
—
10,000
2,781
(10,000)
—
—
(10,000)
(2,781)
—
—
—
—
—
—
—
—
—
—| ||**(73,705)**
**26,880**
**—**
**(46,824)**
**223,205**| ||**237,157**
**15,965**
**—**
**253,123**
**29,918**| ||**163,452**
**42,846**
**—**
**206,298**
**253,123**
2,656
—
—
2,656
13,963
—
—
—
—
—
160,495
—
—
160,495
222,894
300
—
—
300
300| St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 |**Restricted**|||||| |---|---|---|---|---|---| |Building Fund|—|12,924|—|12,924|11,993| |CAC Travel|—|285|—|285|285| |Community Fund|—|280|—|280|373| |Flower Fund|—|47|—|47|—| |Green Group Fund|—|159|—|159|132| |Hall Building|—|26,204|—|26,204|200| |Lukes Larder|—|604|—|604|—| |Magazine Fund|—|1,485|—|1,485|2,017| |Mission|—|(24)|—|(24)|(24)| |Mums & Toddlers|—|—|—|—|—| |Music Fund|—|415|—|415|441| |Sunnydene|—|—|—|—|—| |Youth Fund|—|465|—|465|546| BALANCE SHEET |**Current assets**
Debtors
Cash at bank and in hand

**Liabilities**
**Creditors: Amounts falling due in one year**

**Net current assets less current liabilities**
**Total assets less current liabilities**
**Total net assets less liabilities**
**Represented by**
**Unrestricted**
General fund
**Designated**
Mission
Building Fund
Legacy Fund
**Restricted**
CAC Travel
Building Fund
Hall Building
Sunnydene
Mums & Toddlers
Community Fund
Green Group Fund
Lukes Larder
Magazine Fund
Mission
Flower Fund
Youth Fund
Music Fund
**Funds of the church**|Total Funds
Prior Year Funds
28
169
206,718
254,880| |---|---| ||**206,747**
**255,050**
448
1,926| ||**448**
**1,926**| ||**206,298**
**253,123**| ||**206,298**
**253,123**| ||**206,298**
**253,123**
2,656
13,963
300
300
—
—
160,495
222,894
285
285
12,924
11,993
26,204
200
—
—
—
—
280
373
159
132
604
—
1,485
2,017
(24)
(24)
47
—
465
546
415
441| ||**206,298**
**253,123**| ## P a g e | 26 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 ## STATEMENT OF ASSETS AND LIABILITIES |||**General**
**Designated**
**Restricted**
**Endowment**
**This Year**
**Last Year**
**(18,069)**
**12,545**
**41,398**
**—**
**35,874**
**7,074**
**21,334**
**62,878**
**1,259**
**—**
**85,472**
**247,805**
**—**
**85,371**
**—**
**—**
**85,371**
**—**
**3,265**
**160,795**
**42,657**
**—**
**206,718**
**254,880**
**28**
**—**
**—**
**—**
**28**
**169**
**28**
**—**
**—**
**—**
**28**
**169**
**—**
**—**
**(188)**
**—**
**(188)**
**398**
**—**
**—**
**(188)**
**—**
**(188)**
**398**
**637**
**—**
**—**
**—**
**637**
**1,528**
**637**
**—**
**—**
**—**
**637**
**1,528**| |---|---|---| |**Current assets - Cash at bank and in hand**
**Bank current account -**
**CCLA (CBF) deposit account -**
**Flagstone Investment Management -**
**Totals**
**Current assets - Debtors**
**Accounts Receivable -**
**Totals**
**Liabilities - Agency accounts**
**Agency collections -**
**Totals**
**Liabilities - Creditors: Amounts falling due in**
**one year**
**Accounts Payable -**
**Totals**
**Grand total**||| |||**2,656**
**160,795**
**42,846**
**—**
**206,298**
**253,123**| ## ANALYSIS OF INCOME AND EXPENDITURE |**INCOME AND ENDOWMENTS**||||||| |---|---|---|---|---|---|---| ||**Unrestricted**|**Designated**|**Restricted**|**Endowment**|**This Year**|**Last Year**| |_Voluntary Income - Planned Giving_||||||| |0101 - Gift Aid - Bank|56,296|—|40|—|56,336|55,733| |0110 - Gift Aid - Envelopes|2,344|—|—|—|2,344|5,424| |0111 - GAYE|—|—|—|—|—|—| |0201 - Other planned giving|1,440|—|—|—|1,440|2,022| |**Total**|60,080|—|40|—|60,120|63,179| |_Voluntary Income - Collection at services_||||||| |0301 - Loose plate collections|685|—|—|—|685|1,767| |**Total**|685|—|—|—|685|1,767| |_Voluntary Income - Donations_||||||| |0501 - Donations Appeals etc. - Gift|797|—|339|—|1,136|661| |Aid||||||| |0502 - Donations, Appeals etc. -|472|—|1,158|—|1,631|1,532| |Other||||||| |**Total**|1,269|—|1,498|—|2,767|2,193| |_Voluntary Income - Gift Day_||||||| |0401 - Regular Gift Days - Gift Aid|—|—|5,425|—|5,425|3,245| |0402 - Regular Gift Days - Other|—|—|20,150|—|20,150|1,169| |**Total**|—|—|25,575|—|25,575|4,414| |_Voluntary Income - Grants_||||||| |0801 - Recurring grants|328|—|—|—|328|—| |08A1 - Non-recurring one-off grants|—|—|—|—|—|190| |**Total**|328|—|—|—|328|190| ## P a g e | 27 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 |_Voluntary Income - All other giving/voluntary income_
0410 - Giving through church boxes
—
—
—
—
—
—
0415 - Refreshments
156
—
—
—
156
959
0510 - Gifts of quoted securities
—
—
—
—
—
—
0701 - Legacies
—
—
—
—
—
225,000
**Total**
156
—
—
—
156
225,959
_Voluntary Income - Gift Aid recovered_
0601 - Tax recoverable on Gift Aid
15,575
—
985
—
16,561
16,985
**Total**
15,575
—
985
—
16,561
16,985
_Activities for Generating Funds_
0901 - Other funds generated
—
—
—
—
—
22
0910 - Coffee Mornings, Concerts &
other events
37
—
—
—
37
353
0920 - Sunnydene Income
—
—
—
—
—
—
1220 - Bookstall sales - fund raising
—
—
—
—
—
30
1240 - Church Hall lettings - fund
raising
1,019
—
—
—
1,019
4,395
1250 - Magazine income - advertising
—
—
—
—
—
—
1265 - Photocopy sales
20
—
—
—
20
64
**Total**
1,077
—
—
—
1,077
4,864
_Investment income_
1001 - Dividends
—
—
—
—
—
—
1020 - Bank and building society
interest
156
508
1
—
666
549
1030 - Rent from lands or buildings
—
—
—
—
—
—
**Total**
156
508
1
—
666
549
_Church Activities_
1101 - Fees for weddings and
funerals
955
—
—
—
955
1,296
1210 - Bookstall sales to promote
objectives
100
—
—
—
100
—
1230 - Church Hall lettings -
objectives
—
—
—
—
—
—
1260 - Parish magazine sales
—
—
—
—
—
—
1270 - Children's Work
—
—
44
—
44
408
1271 - Pathfinder Weekend
—
—
—
—
—
935
1272 - Activity Week
—
—
—
—
—
141
**Total**
1,055
—
44
—
1,099
2,780
_Other incoming resources_
1310 - Insurance claims
—
—
—
—
—
—
1320 - Surplus - sales of fixed assets
—
—
—
—
—
—
Total
—
—
—
—
—
—|_Voluntary Income - All other giving/voluntary income_
0410 - Giving through church boxes
—
—
—
—
—
—
0415 - Refreshments
156
—
—
—
156
959
0510 - Gifts of quoted securities
—
—
—
—
—
—
0701 - Legacies
—
—
—
—
—
225,000
**Total**
156
—
—
—
156
225,959
_Voluntary Income - Gift Aid recovered_
0601 - Tax recoverable on Gift Aid
15,575
—
985
—
16,561
16,985
**Total**
15,575
—
985
—
16,561
16,985
_Activities for Generating Funds_
0901 - Other funds generated
—
—
—
—
—
22
0910 - Coffee Mornings, Concerts &
other events
37
—
—
—
37
353
0920 - Sunnydene Income
—
—
—
—
—
—
1220 - Bookstall sales - fund raising
—
—
—
—
—
30
1240 - Church Hall lettings - fund
raising
1,019
—
—
—
1,019
4,395
1250 - Magazine income - advertising
—
—
—
—
—
—
1265 - Photocopy sales
20
—
—
—
20
64
**Total**
1,077
—
—
—
1,077
4,864
_Investment income_
1001 - Dividends
—
—
—
—
—
—
1020 - Bank and building society
interest
156
508
1
—
666
549
1030 - Rent from lands or buildings
—
—
—
—
—
—
**Total**
156
508
1
—
666
549
_Church Activities_
1101 - Fees for weddings and
funerals
955
—
—
—
955
1,296
1210 - Bookstall sales to promote
objectives
100
—
—
—
100
—
1230 - Church Hall lettings -
objectives
—
—
—
—
—
—
1260 - Parish magazine sales
—
—
—
—
—
—
1270 - Children's Work
—
—
44
—
44
408
1271 - Pathfinder Weekend
—
—
—
—
—
935
1272 - Activity Week
—
—
—
—
—
141
**Total**
1,055
—
44
—
1,099
2,780
_Other incoming resources_
1310 - Insurance claims
—
—
—
—
—
—
1320 - Surplus - sales of fixed assets
—
—
—
—
—
—
Total
—
—
—
—
—
—| |---|---| ||156
—
—
—
156
225,959
15,575
—
985
—
16,561
16,985| ||15,575
—
985
—
16,561
16,985
—
—
—
—
—
22
37
—
—
—
37
353
—
—
—
—
—
—
—
—
—
—
—
30
1,019
—
—
—
1,019
4,395
—
—
—
—
—
—
20
—
—
—
20
64| ||1,077
—
—
—
1,077
4,864
—
—
—
—
—
—
156
508
1
—
666
549
—
—
—
—
—
—| ||156
508
1
—
666
549
955
—
—
—
955
1,296
100
—
—
—
100
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
44
—
44
408
—
—
—
—
—
935
—
—
—
—
—
141| ||1,055
—
44
—
1,099
2,780
—
—
—
—
—
—
—
—
—
—
—
—| ||—
—
—
—
—
—| |**INCOME TOTAL**|80,384
508
28,143
—
109,037
322,885| ## P a g e | 28 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 ## **EXPENDITURE** |**EXPENDITURE**||||||| |---|---|---|---|---|---|---| ||**Unrestricted**|**Designated**|**Restricted**|**Endowment**|**This Year**|**Last Year**| |_Church activities - Free Will Offering_||||||| |1901 - Stipends Quota|—|—|—|—|—|—| |1910 - Free Will Offering|61,560|—|—|—|61,560|59,760| |**Total**|61,560|—|—|—|61,560|59,760| |_Church activities - Clergy and Staffing_||||||| |2001 - Assistant staff costs|11|—|—|—|11|63| |2010 - Salary of Organist|1,810|—|—|—|1,810|2,440| |2040 - Salary of PA to Incumbent|—|—|—|—|—|—| |2050 - Salary of Parish administrator|—|—|—|—|—|—| |2060 - Salary of Community Worker|400|—|93|—|493|1,042| |2101 - Working expenses of|398|—|—|—|398|303| |incumbent||||||| |2120 - Council tax|—|—|—|—|—|—| |2130 - Vicarage Costs|—|—|—|—|—|180| |2140 - Vicarage Water|440|—|—|—|440|422| |2145 - Parsonage - water|—|—|—|—|—|—| |2150 - Vicar's telephone|402|—|—|—|402|371| |2180 - Visiting speakers|—|—|—|—|—|—| |**Total**|3,464|—|93|—|3,557|4,824| |_Church activities - Church running expenses_||||||| |2170 - Training|—|—|—|—|—|—| |2201 - Parish training and mission|200|—|—|—|200|386| |2202 - Children's Work|—|—|185|—|185|1,001| |2203 - Activity Week|—|—|—|—|—|528| |2204 - Pathfinder Weekend|—|—|—|—|—|881| |2301 - Church running - insurance|2,128|—|—|—|2,128|2,082| |2310 - Church office - telephone|626|—|—|—|626|624| |2314 - Photocopier Service|412|—|—|—|412|664| |2315 - Photocopier Lease|1,195|—|—|—|1,195|1,022| |2320 - Organ / piano tuning|265|—|—|—|265|79| |2330 - Church maintenance|4,625|—|—|—|4,625|3,390| |2331 - Cleaning|—|—|—|—|—|—| |2340 - Upkeep of services|949|—|191|—|1,141|2,457| |2350 - Upkeep of churchyard|—|—|—|—|—|—| |2360 - Administration|241|—|—|—|241|783| |2375 - Refreshments|97|—|—|—|97|458| |2401 - Church running - electric|616|—|—|—|616|738| |2410 - Church running - gas|2,197|—|—|—|2,197|3,382| |2420 - Church running - water|—|—|—|—|—|—| |2430 - Church running - oil|—|—|—|—|—|—| |2440 - Church running - heating and|—|—|—|—|—|182| |lighting||||||| |2501 - Magazine expenses|532|—|532|—|1,065|1,597| |2601 - Governance costs|—|—|—|—|—|15| |examination/audit fee||||||| |2602 - PCC Meeting Costs|—|—|—|—|—|100| |**Total**|14,090|—|909|—|14,999|20,380| |_Church activities - Hall running costs_||||||| |2520 - Hall running - oil|—|—|—|—|—|—| |2530 - Hall running - electricity|—|—|—|—|—|—| ## P a g e | 29 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 |2540 - Hall running - gas|586|—|—|—|586|1,191| |---|---|---|---|---|---|---| |2550 - Hall running - insurance|1,110|—|—|—|1,110|1,086| |2560 - Hall running - maintenance|77|—|—|—|77|180| |2565 - Hall Running - Cleaner|—|—|—|—|—|—| |2570 - Hall running - telephone|—|—|—|—|—|—| |2580 - Hall running - water|239|—|—|—|239|333| |2590 - Hall running - heating and|—|—|—|—|—|60| |lighting||||||| |**Total**|2,013|—|—|—|2,013|2,851| |_Church activities - Church Major Repairs_||||||| |2701 - Church major repairs -|—|18,071|—|—|18,071|1,725| |structure||||||| |2710 - Church major repairs -|—|19,800|—|—|19,800|—| |installation||||||| |2720 - Church interior and exterior|1,387|690|—|—|2,077|—| |decorating||||||| |**Total**|1,387|38,561|—|—|39,948|1,725| |_Church activities - Hall Major Repairs_||||||| |2801 - Hall + major repairs - structure|—|2,000|—|—|2,000|—| |2820 - Hall + major repairs -|—|—|—|—|—|—| |installation||||||| |2830 - Hall + interior and exterior|—|—|—|—|—|—| |decorating||||||| |2840 - Other PCC property upkeep|—|325|—|—|325|—| |**Total**|—|2,325|—|—|2,325|—| |_Church activities - Mission giving & donations_||||||| |1801 - Giving to Missionary Societies|1,810|—|—|—|1,810|1,830| |1830 - Giving - Relief and|1,810|—|—|—|1,810|1,830| |Development Agencies||||||| |1850 - Home Mission|12,720|—|—|—|12,720|1,370| |1870 - Secular Charities|2,720|—|—|—|2,720|4,110| |**Total**|19,060|—|—|—|19,060|9,140| |_Cost of generating funds - Costs of generating_|_voluntary income_|||||| |1701 - Fees paid to fund raisers|—|—|—|—|—|—| |1710 - Costs of applying for grants|—|—|—|—|—|—| |1720 - Costs of stewardship|58|—|—|—|58|57| |campaign||||||| |**Total**|58|—|—|—|58|57| |_Cost of generating funds - Fundraising Trading_|_costs_|||||| |1730 - Costs of Coffee Mornings &|56|—|260|—|317|191| |other events||||||| |1750 - Sunnydene Payments|—|—|—|—|—|—| |2510 - Bookstall costs|—|—|—|—|—|—| |**Total**|56|—|260|—|317|191| |_Cost of generating funds - Investment management costs_||||||| |1740 - Investment management costs|—|90|—|—|90|—| |**Total**|—|90|—|—|90|—| ## P a g e | 30 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 |_New Building Work_
2901 - New building parsonage
house
2910 - New building house for curate
2920 - New building Church
2930 - New building Hall
Total|—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
11,931
—
—
11,931
750| |---|---| ||—
11,931
—
—
11,931
750| |**EXPENDITURE TOTAL**|101,690
52,907
1,262
—
155,861
99,680| ||| |**GRAND TOTAL**|(21,306)
(52,398)
26,880
—
(46,824)
223,205| ## **NOTES – SIGNIFICANT ITEMS OF EXPENDITURE** |**Collected on behalf of and Paid to Charities**||**TOTAL**| |---|---|---| |Street Angels|20.00|| |Children’s Society 2019|289.25|| |Children’s Society 2020|85.00|| |Fairer World|382.30|| |British Heart Foundation|57.40|| |Carecent|473.80|| |Shelter|54.81|1362.56| |**Missionary and Charity Giving**||| |CMS – Becky and Evaldo|1810.00|| |Christian Aid|1810.00|| |Food Bank|1360.00|| |York Mind|1360.00|| |Christians Against Poverty|1360.00|| |Refugee Action York|1360.00|9060.00| |**Organist Fees**|1810.00|1810.00| |**Church Maintenance**||| |Asbestos Survey|1200.00|| |Fire Extinguishers|418.14|| |Hand Sanitisers|305.76|| |Quinquennial Inspection|800.00|| ## P a g e | 31 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 ## **Financial Report approved by the Trustees on 05 September 2021** **Signature: Full Name: Mrs Colette Longbottom Position: PCC Chair Date:** P a g e | 32 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606 ## DECLARATIONS The Trustees declare that they have approved the Trustees’ Report above. **Signature: Full Name: Mrs Colette Longbottom Position: PCC Chair Date:** P a g e | 33 St Luke’s, York – Trustees’ Annual Report 2020 Charity Registration Number: 1185606