## **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** P a g e | **1** > 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**| |P a g e|**4**|| 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 ## P a g e | **5** 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 P a g e | **6** 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. P a g e | **7** 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. ## P a g e | **8** 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: - 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 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 - **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 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: - **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 and socialisation afterwards; - **4everyone** , a monthly short, fun service for families with young children. - **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 provide spiritual direction, prayer, study groups, and other forms of worship on regular occasions. ## P a g e | **10** 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: - **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 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.. ## P a g e | **11** 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. ## P a g e | **12** 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. ## P a g e | **13** 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 ## P a g e | **14** 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. ## P a g e | **15** 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: - 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. 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 -----**
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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). ## P a g e | **18** 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 ## P a g e | **19** 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| ## P a g e | **20** 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
—
—
—| ## P a g e | **21** 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**|**Total**
**Unrestricted**
**Designated**
**Restricted**
**Endowment**
**This year**
**Last year**
—
—
5,473
—
5,473
4,238| 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