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2024-12-31-accounts

Trustees’ Annual Report

for the period

1[st] January 2024 to 31[st] December 2024

Charity

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST LUKE THE EVANGELIST YORK

Charity Registration Number

1185606

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St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

St Luke's, York-Trustees' Annual Report 2024 Charity Registration Number.- 1185606

This page is intentionally blank St Luke's, York-Trustees' Annual Report 2024 Charity Registration Number.- 1185606

Contents

Contents
ADMINISTRATIVE INFORMATION 5
CONTACT INFORMATION 5
CHARITY TRUSTEES 5
OTHER CHARITY OFFICERS (NON-TRUSTEES) 6
GOVERNING DOCUMENT 6
CHARITABLE OBJECTIVES 6
BANKERS 6
INTRODUCTION 7
STRUCTURE, GOVERNANCE, AND MANAGEMENT 8
THE PAROCHIAL CHURCH COUNCIL (THE TRUSTEES) 9
RISK MANAGEMENT 9
PUBLIC BENEFIT 9
TRUSTEES’ RESPONSIBILITIES 10
ACTIVITIES, MISSION, AND OBJECTIVES 11
WORSHIP AND PRAYER 11
MISSION AND EVANGELISM 13
PASTORAL CARE 15
WORK WITHIN THE CHURCH OF ENGLAND 16
ECUMENICAL RELATIONS 16
VOLUNTEERS AND LAY WORKERS 16
BUILDINGS WORK 17
FINANCIAL REPORT 18
INDEPENDENT EXAMINER’S REPORT 18
OVERVIEW 20
INCOME 20
INVESTMENTS 20
EXPENDITURE 20
RESERVES 21
STATEMENT OF GOING CONCERN 21
RECEIPTS AND PAYMENTS ACCOUNT 22
FUND MOVEMENT BY TYPE 23
STATEMENT OF ASSETS AND LIABILITIES 24
ANALYSIS OF RECEIPTS AND PAYMENTS 24
DECLARATIONS 28
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St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

ADMINISTRATIVE INFORMATION

CONTACT INFORMATION

Address St Luke the Evangelist Church Burton Stone Lane YORK YO30 6DG Phone No. 07584 551915 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 during the period covered by this report are:

Ex Officio

Incumbent (Chair) Anika Gardiner from September 2024 Licensed Lay Minister Lynn Anne Comer Wardens Colette Anne Longbottom David Titterington-Cook Deanery Synod Sally Christine Maybridge Representatives Christina Jane Pownall Edwin Leonard Schofield Diocesan Synod George Clarke from November 2024 Representatives Liz Foster from November 2024 Naomi Ruth Clare Orrell from June 2024 Elected Members Stephen Michael Adams Alfreda Alderson Mark Justin Comer Elizabeth Anne Davies

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St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

Rebecca Amy Dunn Jennifer Gwynne Naomi Ruth Clare Orrell to June 2024 David James Pownall Elizabeth Marjorie Sharp Gillian Mary Tyler Elizabeth Ann Village Co-opted Members Deacon Margaret Elizabeth Carrington

OTHER CHARITY OFFICERS (NON-TRUSTEES)

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 four 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

Methodist Chapel Aid 1 Telford Terrace Albermarle Road York YO24 1DQ

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St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

INTRODUCTION

The Parochial Church Council presents their report and accounts for the year ended 31[st] December 2024. 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).

The report covers the year 2024 between 01 January 2024 and 31 December 2024. 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 21[st] April 2024. The church’s financial year covers the calendar year of 2024 as required for all Anglican churches in the Diocese of York. The accounts for 2024 are the latest full set of accounts for the period of this Trustees Report.

St Luke’s continued to demonstrate that it is indeed a praying, caring, sharing church willing to live out its vision in the community it serves.

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 Clifton 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.

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St Luke’s, York – Trustees’ Annual Report 2024 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 4 and 5.

Elections for Churchwardens, PCC Members, and Deanery Synod Representatives takes place annually. In 2023, these elections took place on 21[st] April 2024.

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 held four full meetings during the year, one of which was a full day PCC meeting in July. There were four additional short meetings and two online meetings via email.

St Luke’s Safeguarding policies were reviewed and agreed by the PCC in January 2024.

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. The buildings project group continued in 2024 to look at specific plans for church hall buildings. All groups report to the PCC.

RISK MANAGEMENT

The PCC is resolved to take appropriate steps to manage and mitigate risk through robust governance. These steps include regular monitoring of risk and identifying means to mitigate risks. This includes data protection compliance, financial monitoring including a reserves policy, safeguarding policies, and health and safety policy and risk assessments. 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.

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St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

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:

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

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St Luke’s, York – Trustees’ Annual Report 2024 Charity Registration Number: 1185606

St Luke’s PCC works together, 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

The Rev Anika Gardiner was collated and inducted as vicar of St Luke’s on 2 September 2024, ending a vacancy which had lasted over 3½ years. During the vacancy, the activities, mission and objectives continued to be supported by the PCC with the Churchwardens taking responsibility, supported by retired clergy from the Diocese. The vicar now continues to work with the PCC and ministry teams to uphold and evolve the activities, mission and objectives of the Trust.

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 for 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.

The church’s worship includes:

Both ordained and lay members of the congregation also provide spiritual direction, prayer, study groups, and other forms of worship on regular occasions.

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St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

Occasional Of fi ces

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.

During 2024 there were 7 funeral services and 3 baptisms.

MISSION AND EVANGELISM

St Luke’s is committed to the mission of the Church of England as expressed in the Five Marks of Mission:

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, affirmation and celebration..

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St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

Children and Youth Work

St. Luke’s children’s groups include Explorers, for children aged 3 to 11, which meets regularly on a Friday evening from 5 to 6pm with about 10-15 children attending each week. Pathfinders, for children aged 10 to 18, meets once every half term for an activity followed by supper and a time of worship.

On a Sunday morning, during the 10am communion service, children go into the children’s chapel during the sermon and intercessions for their own teaching and activities. There were special family services on a morning throughout the year including Mothering Sunday, Easter, Harvest and the Crib service which the children helped at in various ways.

St. Luke’s activity week continued in 2024 when we ran ‘Shiver me Timbers’ for four mornings in August. The theme this year was pirates. Around 40 children joined us for three hours of fun each morning including listening to Bible stories, doing craft activities, playing games and singing.

St Luke’s Toddler group runs every Monday morning.

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.

Changes to our collective lifestyles and habits play an important role in helping the health of our planet. Members of the PCC have committed to using the online Lifestyle Audit tool made by Creation Care to assess what improvements we can make as households towards greener and more sustainable lifestyles. Creation Care is specially designed for churches, so allows households to register linked to their church. There are 14 households registered under St Luke’s, York. Creation Care links to Eco-Church using the same categories to help us consider our lifestyle impacts: Worship and Prayer; Home; Garden; Travel; Food; Possessions; Community and Global Engagement.

The church Green Group encourages people in the church and beyond to take part in in various eco-friendly activities such as litter-picking, butterfly counts, maintaining the church grounds, and tree planting. We also use our parish magazines to spread information and offer advice and tips on healthy living.

We continue to build links with other eco churches in York and keep in touch with York Environment Forum. We have met with St Clement’s Church to help them establish their Eco-church journey and also with Clifton Parish Church. They plan to hold Green Forum meetings for interested churches to exchange ideas and encourage one another.

Communicat i ons

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 monthly Grapevine Lite. In addition they maintain the website and St. Luke’s Facebook page and the St. Luke’s Facebook Community Group as well as having an email distribution list (following GDPR) to communicate with members of the congregation.

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St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

Community Engagement

Community outreach at St Luke’s has been predominately around Luke’s Larder. From Feb 2024 to Feb 2025, we have served 3,224 customers and the number of people for whom food was collected came to 7,275, a 19% increase on the previous year. Our average weekly number of customers has risen from last year from just over 50 to just over 60 and

this can rise to over 70 depending on school holidays, inclement weather and changes to the number of refugees who

have overall constituted 25% of our customer base in the last year. Our customers are a mixture of working families, households where there is disability, grandparents feeding grandchildren more than twice a week, lone householders, pensioners, young people who have emerged from the care system into independent living, ex-service personnel, refugees, and others whose income means they struggle to make ends meet. Up to 25% of those fed are under the age of 16 and since September we have seen an increase in refugees accessing the Larder. The Larder meets more than the need for food and with the connections we have been able to form in the Parish and wider Ward enables us to facilitate a variety of the needs in our community.

We are incredibly grateful for the support from our local councillors and for the Ward Funding towards paying our annual Fareshare subscription. In addition to the food, we collect from Tesco, Sainsburys, Aldi, Farmfoods and KFC the Fareshare deliveries provide fresh, chilled, and frozen food for us to distribute. We are also very thankful to those who donate each month to the Larder via church funds and via the crate at the back of church to support us.

The Area Co-ordinator Anna Harrison is a great help and vital part of our ability to communicate with other social providers and a conduit of assistance towards our customers wider needs. We are thankful to our friends at Clifton Methodist for their ongoing weekly support.

‘Joyful Connections’ café meets regularly every Friday morning providing a warm space and friendship for the people who attend and Tuesday Club runs every Tuesday afternoon with a chance for a game of bingo and tea and chat.

The church trusts and prays that it will continue to be able to meet the needs of the community. That would be greatly enhanced by being able to complete phase 2 of our Community Hub project, which involves redeveloping our ageing church hall. Following discussions in August 2024 with Viv Cooling the new Diocesan Funding and Community Engagement Advisor, the PCC decided to aim to raise enough money to complete the project in one go.

Spiritual Enrichment and Nurture

St Luke’s recognises it is the responsibility of everyone to recognise and encourage all that God is about amongst us. Time should be set aside to pray regularly.

Prayer support by the prayer team continues, with individual requests coordinated and shared in confidence with the team. Other activities this year include prayer walks around the parish, joining other churches to pray for all churches, schools and community projects.

St Luke’s commitment to spiritual nurture and enrichment extends to all church groups, activities, events, and conversations.

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St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

Welcome and Inclusion

The aim of the Welcome and Inclusion Team is to support St Luke’s on our journey towards becoming a radically inclusive and welcoming community. Over the past year we have continued to work on our priorities in line with the St Luke’s Plan4Growth developed in 2018. The Welcome Team have continued to be a key part of the warm and inclusive welcome that people receive at St Luke’s. They welcome people when they first come into the building, and follow this up by offering to accompany them to the hall after the service.

Making the church buildings, services and our life together accessible to all, remains a high priority. In 2024 it was decided to run an accessibility audit early in 2025, which was duly completed.

OutsideIN – is a worshipping community at St Luke’s for LGBT+ people, their families and friends and anyone who wants to belong to an inclusive and loving community. Some 20-25 people attend a service each month. Christians at Pride in York (CaPiY) continues to flourish and grow. Having started as just St Luke’s in 2018, we grew to five churches in 2023 and will be 11 in 2025.

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.

We have a Deacon and Authorised Lay Minister with specific responsibility for pastoral care and worship, and they provide a listening ear and outreach to the community, as well as the provision of prayer and the sacraments.

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.

The Deanery Synod met three times during the year. The four goals of the deanery plan “Living Christ’s Story” – becoming more Christlike, gaining younger and more diverse church members, reaching out to those who don’t know Jesus, and transforming our structures and finances were the main focus for discussion. The Dioceses are also looking at environmental issues.

ECUMENICAL RELATIONS

St Luke’s works with churches of other Christian denominations for certain projects throughout the year. Under the banner of Christians at Pride we join with other Church of England churches and York Central Methodists in support of York Pride. The PCC remains committed to working alongside other Christians, and other religious groups, to promote inclusion and affirmation.

VOLUNTEERS AND LAY WORKERS

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St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

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.

Authorised Lay Ministers

We have two Authorised Lay Ministers. 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.

Sidespeople

Sidespeople 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.

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 children and youth workers, the PCC Secretary and Treasurer, 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

In Autumn of 2024 we completed the outstanding works to the church that were identified as needed in the last quinquennial report. These included repairs to high level windows, various masonry works, and the repair of gutters and downpipes. Temporary repairs to the church hall continue to be necessary in order to keep it safe and functioning as we await the hopeful renewal of the building as part of our Community Hub project.

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St Luke’s, York – Trustees’ Annual Report 2024

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 2024 Charity number 1185606 Set out on pages 20 – 28 Responsibilities and basis of report I report my examination of the accounts of the above charity ("the Trust") for the year ended 31/12/2023.

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 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:

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.

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St Luke’s, York – Trustees’ Annual Report 2024 Charity Registration Number: 1185606

Date: 25 April 2025

Name: Steve Logun RÈlevant professional ACMA CGMA AAIA Addr8SS'. Y042 2PL St Luke's, York-Trustees' Annual Report 2024 Charity Registration Number.- 1185606

OVERVIEW

In a year that has seen the arrival of many new faces in the congregation, including a new vicar), I am happy to report the church finances are also in a relatively healthy position.

INCOME

Planned Giving (via bank payments, envelopes and the Parish Giving Scheme) has seen a modest increase during 2024, of around 1.1%. This is a good thing although it is below inflation. This increase has come from a few new regular givers and a couple of givers increasing their donations, although we have lost one or two regular donors this year as well. Several of the new donations are coming through the Parish Giving Scheme. If you would like to start (or switch to) giving that way, please contact me and I will give you the details.

St Luke’s Tide Gift Day in October 2024 was designated to the Community Hub fund and saw donations of £5,370. We were awarded Ward Committee grants for Activity Week (£550), Grapevine (£2,400) and Joyful Connections (£400). We have also already received Ward Committee grants for Activity Week (£550) and Grapevine (£2,400) for 2025. We did not receive any legacies in 2024, although we did have a couple of funeral collections in aid of St Luke’s.

Regular giving for Luke’s Larder was £260 per month for most of 2024, the majority of which is eligible for Gift Aid. This is in addition to the £2,385 cash given in 2024 at the Wednesday sessions. The Gift Aid claim resulted in an extra £1,506.

The Gift Aid claim on 2024 donations (including the Parish Giving Scheme and the Gift Aid Small Donations Scheme) amounted to a payment from HMRC of £19,110. Gift Aid is a scheme by which charities can claim back the basic-rate tax that was paid on donations. It is now being claimed three times per year (in April, August & December). This improves cashflow and also makes the accounting simpler as the Gift Aid is claimed in the same accounting year as the donation was made.

This year saw a slight increase in hall lettings with takings of £3,695, which is an increase of £298 compared to 2023. Several special events over the year (including the Christmas Fayre, the Quiz Night, the Songbird concert and the Beloved Son performance) generated just under £2,000, which has been designated to the Community Hub fund.

EXPENDITURE

As always, the largest item of expenditure is the Freewill Offering which this year was £59,160, which was a 6.4% increase on the previous year. Following discussions in the PCC and with guidance from the Diocese, the offering for 2025 will be increased to £60,960. This increase is part of a longer-term intention, following the Diocesan appeal for each parish to work towards giving their Total Cost of Ministry by 2031. For St Luke’s this would be around £80,000 per year. At the moment, we are covering our Direct Cost of Ministry (£52,670), which is the cost to run our parish including a full-time paid vicar, but not yet covering all of our proportion of the Shared Costs in the wider church (such as cost of training new priests).

St Luke’s convention of giving 10% of our previous year’s unrestricted income to charity was resumed in 2024. £9,180 was shared between six chosen charities - Water Aid, Christian Aid, RAY (Refugee Action York) , St Nick’s, CAP (Christians Against Poverty) and York Mind.

Other significant outlays were to repair the roof (£3,050) and installation of the handrails in the side chapels (£960).

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St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

Gas and electricity costs for the Church and Hall amounted to £8,076 for the year, which is a small reduction of £173 over the previous year’s bills. Usage increased slightly but there was a reduction in the price of energy compared to last year.

Going forward, as we begin fundraising for the new Community Hub in earnest, we already have £369,660 in the bank, from the fundraising and donations that have already come in, as well as two legacies (John Brown & Marjorie Edgar).

RESERVES

The Diocesan benchmark for Reserves is four times the monthly unrestricted expenditure which would mean a current level of around £30,300. Reserves are made up of the money remaining at the end of the financial year, which is set aside so that if all our income dried up immediately, we could meet our financial obligations for four months – essentially a rainy-day fund. We currently have Reserves of £30,478, meaning we have met this standard for the first time in many years. It is the policy of the PCC to maintain this level of Reserves 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 intends to use the legacy reserve for building works on the church and church hall. The church had experienced a decline in giving during the coronavirus pandemic, and a loss of income from the church hall lettings. The church is promoting 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.

Sally Maybridge, Treasurer

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St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

End of Year Financial Statements

Year ending 31st December 2024

RECEIPTS AND PAYMENTS ACCOUNT

Unrestricted
Designated
Restricted Endowment
Total
Prior year
funds
funds
funds
funds
funds
total funds
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 receipts
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 payments
Excess of receipts over payments before
transfer
Transfers
Gross transfers between funds - in
Gross transfers between funds - out
Excess of receipts over payments before
other gains / losses
Net movement in funds
All assets at 01 January 2024
All assets at 31 December 2024
Represented by
Unrestricted
General fund
Designated		 62,508
—
3,460
—
65,968
64,556
1,559
89
10
—
1,658
1,322
854
—
6,433
—
7,287
2,482
90
—
5,280
—
5,370
7,425
—
—
6,450
—
6,450
15,975
1,067
—
—
—
1,067
1,215
15,636
27
3,395
—
19,059
14,074
3,936
1,804
210
—
5,950
4,959
3,246
14,952
2,556
—
20,755
3,855
1,175
—
503
—
1,678
1,895
—
—
—
—
—
—
90,073
16,874
28,299
—
135,247
117,762
—
—
5,473
—
5,473
4,238
59,160
—
—
—
59,160
55,560
1,216
—
—
—
1,216
975
14,345
65
2,969
—
17,380
19,671
3,548
—
—
—
3,548
3,885
3,050
960
—
—
4,010
7,218
—
—
—
—
—
2,329
9,180
—
—
—
9,180
4,660
—
—
—
—
—
1
—
—
—
—
—
—
81
—
—
—
81
285
—
745
—
—
745
—
—
1,120
—
—
1,120
3,632
90,581
2,891
8,443
—
101,917
102,458
(507)
13,982
19,855
—
33,330
15,303
—
—
14
—
14
766
(14)
—
—
—
(14)
(766)
(521)
13,982
19,869
—
33,330
15,303
(521)
13,982
19,869
—
33,330
15,303
29,727
238,666
129,835
—
398,229
382,925
29,205
252,649
149,705
—
431,560
398,229
29,205
—
—
—
29,205
29,727

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St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

Building Fund (Chairs) — — — — — —
Community Hub — 1,893 — — 1,893 —
Legacy Fund — 250,526 — — 250,526 238,399
Mission — 101 — — 101 166
Youth Fund — 127 — — 127 100
Restricted
Building Fund (Chairs) — — 5,966 — 5,966 5,966
CAC Travel — — — — — —
Collation — — 118 — 118 —
Community Fund (Joyful Connections) — — 965 — 965 680
Community Hub — — 131,447 — 131,447 120,119
Flower Fund — — — — — (14)
Green Group Fund — — 88 — 88 188
Luke's Larder — — 4,207 — 4,207 2,074
Magazine Fund — — 3,350 — 3,350 —
Mission — — — — — —
Mums & Toddlers — — — — — —
Music Fund — — 352 — 352 436
Pride & Inclusive Church — — 2,000 — 2,000 —
Sunnydene — — — — — —
Youth Fund — — 1,209 — 1,209 383

FUND MOVEMENT BY TYPE

Opening
Incoming
Outgoing
Transfers Gains/losses Journals Closing
Collation - Collation
Restricted
Sub-total for Collation
General - General fund
Unrestricted
Sub-total for General
COMMHUB - Community Hub
Designated
Restricted
Sub-total for COMMHUB
Legacy - Legacy Fund
Designated
Sub-total for Legacy
BUILDING - Building Fund (Chair
Restricted
Sub-total for BUILDING
JoyfulConn - Community Fund (Joyf
Restricted
Sub-total for JoyfulConn
Mission - Mission
Designated
Restricted
Sub-total for Mission
Lukeslard - Luke's Larder
Restricted
Sub-total for Lukeslard
PRIDE - Pride & Inclusive Ch
Restricted
Sub-total for PRIDE
FLOWER - Flower Fund
Restricted		 —
355
237
—
—
—
118
—
355
237
—
—
—
118
29,727
90,073
90,581
(14)
—
—
29,205
29,727
90,073
90,581
(14)
—
—
29,205
—
1,893
—
—
—
—
1,893
120,119
11,328
—
—
—
—
131,447
120,119
13,222
—
—
—
—
133,341
238,399
14,952
2,825
—
—
—
250,526
238,399
14,952
2,825
—
—
—
250,526
5,966
—
—
—
—
—
5,966
5,966
—
—
—
—
—
5,966
680
400
115
—
—
—
965
680
400
115
—
—
—
965
166
—
65
—
—
—
101
—
—
—
—
—
—
—
166
—
65
—
—
—
101
2,074
7,606
5,473
—
—
—
4,207
2,074
7,606
5,473
—
—
—
4,207
—
2,000
—
—
—
—
2,000
—
2,000
—
—
—
—
2,000
(14)
—
—
14
—
—
—

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St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

Sub-total for FLOWER
Green - Green Group Fund
Restricted
Sub-total for Green
MAGS - Magazine Fund
Restricted
Sub-total for MAGS
MUSIC - Music Fund
Restricted
Sub-total for MUSIC
YOUTH - Youth Fund
Designated
Restricted
Sub-total for YOUTH
Grand total		 (14)
—
—
14
—
—
—
188
—
100
—
—
—
88
188
—
100
—
—
—
88
—
4,950
1,600
—
—
—
3,350
—
4,950
1,600
—
—
—
3,350
436
9
93
—
—
—
352
436
9
93
—
—
—
352
100
27
—
—
—
—
127
383
1,651
824
—
—
—
1,209
483
1,679
824
—
—
—
1,337
398,229
135,247
101,917
—
—
—
431,560

STATEMENT OF ASSETS AND LIABILITIES

General
Designated
Restricted Endowment
This year
Last year
Current assets - Cash at bank and in hand
Bank current account -
Totals
Current assets - Debtors
Accounts Receivable -
Totals
Current assets - Investments
CCLA (CBF) deposit account -
Flagstone Investment Management -
Methodist Chapel Aid Ltd -
Totals
Liabilities - Agency accounts
Agency collections -
Totals
Liabilities - Creditors: Amounts falling due in
one year
Accounts Payable -
Totals
Grand total		 14,195
(295)
55,819
—
69,719
58,287
14,195
(295)
55,819
—
69,719
58,287
3,177
—
2,423
—
5,600
166
3,177
—
2,423
—
5,600
166
16,817
66,673
7,091
—
90,582
86,017
(1,610)
186,271
—
—
184,660
171,726
—
—
85,000
—
85,000
85,000
15,206
252,944
92,091
—
360,243
342,743
—
—
629
—
629
(115)
—
—
629
—
629
(115)
3,374
—
—
—
3,374
3,083
3,374
—
—
—
3,374
3,083
29,205
252,649
149,705
—
431,560
398,229

ANALYSIS OF RECEIPTS AND PAYMENTS

INCOME AND ENDOWMENTS

Total
Unrestricted Designated Restricted Endowment This year Last year
oluntary Income - Planned Giving
Regular Giving - Bank (Gift Aid) 46,315 — — — 46,315 47,391
Regular Giving - PGS (Gift Aid) 11,433 — — — 11,433 9,395
Regular Giving - Envelopes (Gift Aid) 780 — — — 780 865

Voluntary Income - Planned Giving

P a g e | 22

St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

Regular Giving - Bank (Non-GA) 3,980 — — — 3,980 4,150
Luke's Larder - Bank Transfer — — 3,460 — 3,460 2,755
Total 62,508 — 3,460 — 65,968 64,556
Voluntary Income - Collection at services
Loose plate collections 1,559 89 10 — 1,658 1,322
Total 1,559 89 10 — 1,658 1,322
Voluntary Income - Donations
One-off Donations/Appeals - Gift Aid 140 — 3,021 — 3,161 1,033
One-Off Donations/Appeals - Not GA 693 — 289 — 982 373
One-off Donations/Appeals - PGS 20 — 750 — 770 —
One-off Donations/Appeals - SumUp 1 — — — 1 —
Transaction Fee (SumUp / PGS) 0 — (11) — (11) —
Luke's Larder - Loose Plate — — 2,385 — 2,385 1,075
Total 854 — 6,433 — 7,287 2,482
Voluntary Income - Gift Day
Regular Gift Days - Gift Aid — — 5,225 — 5,225 6,425
Regular Gift Days - Other 90 — 55 — 145 1,000
Total 90 — 5,280 — 5,370 7,425
Voluntary Income - Grants
Recurring grants — — — — — —
Non-recurring one-off grants — — 6,450 — 6,450 15,975
Total — — 6,450 — 6,450 15,975
Voluntary Income - All other giving/voluntary income
Giving through church boxes 141 — — — 141 135
Refreshments 926 — — — 926 1,080
Legacies — — — — — —
Total 1,067 — — — 1,067 1,215
Voluntary Income - Gift Aid recovered
Tax Recovered - Gift Aid (HRMC) 12,773 27 3,207 — 16,008 11,725
Tax Recovered - Parish Giving 2,863 — 187 — 3,050 2,348
Scheme
Total 15,636 27 3,395 — 19,059 14,074
Activities for Generating Funds
Other funds generated — — — — — 12
Coffee Mornings, Concerts & other — 1,804 210 — 2,014 1,480
events
Bookstall sales - fund raising — — — — — —
Church hall lettings - fund raising 3,695 — — — 3,695 3,397
Magazine income - advertising — — — — — —
Photocopy sales 241 — — — 241 70
Total 3,936 1,804 210 — 5,950 4,959

P a g e | 23

St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

Investment income

Investment income
Bank and building society interest
Total
Church Activities
Fees for weddings and funerals
Bookstall sales to promote objectives
Church hall lettings - objectives
Parish magazine sales
Children's Work
Pathfinder Weekend
Activity Week
Total
Other incoming resources
Insurance claims
Total		 3,246
14,952
2,556
—
20,755
3,855
3,246
14,952
2,556
—
20,755
3,855
1,175
—
—
—
1,175
434
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
392
—
392
125
—
—
—
—
—
1,150
—
—
111
—
111
186
1,175
—
503
—
1,678
1,895
—
—
—
—
—
—
—
—
—
—
—
—
INCOME TOTAL 90,073
16,874
28,299
—
135,247
117,762
EXPENDITURE
Total
Unrestricted
Designated
Restricted
Endowment
This year
Last year
Church activities
Luke's Larder
—
—
5,473
—
5,473
4,238
Total
—
—
5,473
—
5,473
4,238
Church activities - Free Will Offering
Free Will Offering
59,160
—
—
—
59,160
55,560
Total
59,160
—
—
—
59,160
55,560
Church activities - Clergy and Staffing
Assistant staff costs
—
—
—
—
—
—
Salary of Organist
1,100
—
—
—
1,100
975
Working expenses of incumbent
—
—
—
—
—
—
Council tax
—
—
—
—
—
—
Vicarage Costs
—
—
—
—
—
—
Vicarage Water
—
—
—
—
—
—
Vicar's telephone
116
—
—
—
116
—
Visiting speakers
—
—
—
—
—
—
Total
1,216
—
—
—
1,216
975
Church activities - Church running expenses
Training
—
—
—
—
—
—
Parish training and mission
—
65
215
—
280
108
Children's Work
—
—
154
—
154
382
Activity Week
—
—
670
—
670
606
Pathfinder Weekend
—
—
—
—
—
898
P a g e		 24

St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

Church running - insurance 2,453 — — — 2,453 2,391
Church office - telephone/broadband 59 — — — 59 100
Photocopier Service (Usage) 930 — — — 930 509
Photocopier Lease 1,060 — — — 1,060 1,060
Organ / piano tuning 334 — — — 334 265
Church running - maintenance 1,981 — — — 1,981 1,964
Cleaning 132 — — — 132 34
Upkeep of services 1,558 — 93 — 1,651 1,082
Upkeep of churchyard — — — — — —
Administration 364 — — — 364 244
Refreshments 495 — 237 — 732 423
Church running - electric 1,647 — — — 1,647 1,819
Church running - gas 3,325 — — — 3,325 5,300
Church running - water — — — — — —
Church running - heating and lighting — — — — — —
Magazine expenses — — 1,600 — 1,600 2,460
Governance costs examination/audit — — — — — 17
fee
PCC Meeting Costs — — — — — —
Total 14,345 65 2,969 — 17,380 19,671
hurch activities - Hall running costs
Hall running - electricity — — — — — —
Hall running - gas 1,658 — — — 1,658 2,281
Hall running - insurance 1,269 — — — 1,269 1,248
Hall running - maintenance 288 — — — 288 66
Hall running - water 262 — — — 262 290
Hall running - heating and lighting 70 — — — 70 —
Total 3,548 — — — 3,548 3,885
hurch activities - Church Major Repairs
Church major repairs - structure 3,050 — — — 3,050 4,162
Church major repairs - installation — 960 — — 960 3,055
Church interior and exterior — — — — — —
decorating
Total 3,050 960 — — 4,010 7,218
hurch activities - Hall Major Repairs
Hall + major repairs - structure — — — — — 2,329
Hall + major repairs - installation — — — — — —
Hall + interior and exterior decorating — — — — — —
Total — — — — — 2,329
hurch activities - Mission giving & donations
Giving to Missionary Societies — — — — — 930
Giving - Relief and Development 3,580 — — — 3,580 930
Agencies
Home Mission 1,550 — — — 1,550 2,100
Secular Charities 4,050 — — — 4,050 700
Total 9,180 — — — 9,180 4,660
ost of generating funds
Bank Charges and Fees — — — — — 1
Total — — — — — 1

Church activities - Hall running costs

Church activities - Church Major Repairs

Church activities - Hall Major Repairs

Church activities - Mission giving & donations

Cost of generating funds

P a g e | 25

St Luke’s, York – Trustees’ Annual Report 2024

Charity Registration Number: 1185606

Cost of generating funds - Costs of generating voluntary income

Fees paid to fund raisers
—
—
—
—
—
—
Costs of applying for grants
—
—
—
—
—
—
Costs of stewardship campaign
—
—
—
—
—
—
Total
—
—
—
—
—
—
Cost of generating funds - Fundraising Trading costs
Costs of Coffee Mornings & other
events
81
—
—
—
81
285
Bookstall costs
—
—
—
—
—
—
Total
81
—
—
—
81
285
Cost of generating funds - Investment management costs
Investment management costs
—
745
—
—
745
—
Total
—
745
—
—
745
—
New Building Work
New building Church
—
—
—
—
—
—
New building Hall
—
1,120
—
—
1,120
3,632
Total
—
1,120
—
—
1,120
3,632		 —
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
745
—
—
745
—
—
—
—
—
—
—
—
1,120
—
—
1,120
3,632
—
1,120
—
—
1,120
3,632
EXPENDITURE TOTAL 90,581
2,891
8,443
—
101,917
102,458
GRAND TOTAL (507)
13,982
19,855
—
33,330
15,303

P a g e | 26

St Luke’s, York – Trustees’ Annual Report 2024 Charity Registration Number: 1185606

Financial Report approved by the Trustees on 12 April 2025

Signature: Full Name: Anika Gardiner Position: PCC Chair Date: 13/10/2025

The Trustees declare that they have approved the Trustees’ Report above.

Signature: Full Name: Anika Gardiner Position: PCC Chair Date: 13/10/2025

P a g e | 27

St Luke’s, York – Trustees’ Annual Report 2024 Charity Registration Number: 1185606