| Name | Office | .:Dates acted | |||
|---|---|---|---|---|---|
| !(ifnot for whole year) | |||||
| Jeremy Thomas | Team Vicar | ||||
| , | Sue Fulford | Team Vicar | |||
| Sue Thomas | Curate | ||||
| Helen Weavers | Church Warden | ||||
| ; | Paula Gillespie | Church Warden | |||
| ! | Dorothy Burgess | Deanery | Synod | 1 January to 24 May | |
| . | Mansell High | Deanery | Synod | ||
| ' | Sharon Liptrot | Deanery | Synod | ||
| Sue Neil | Deanery | Synod | |||
| : | Philip Stott | Deanery | Synod | ||
| Christine Wakefield | Deanery | Synod | |||
| I | |||||
| Linda High | Deanery | Synod | From 24 May | ||
| ' | Sarah Riley | Treasurer (Co-opted) |
| Tricia Hancox | Secretary (Co-opted) | ||
|---|---|---|---|
| Neil Cook | Team Rector | ||
| Steve Beck | . | Team Vicar | |
| David Brooke | Team Vicar | ToJan 2023 | |
| Dot Gosling | , ,'Team Vicar |
||
| Stan Higginson | Team Vicar | ||
| Sam Nicholson | i | Team Vicar | |
| Rachel Sheehan | Team Vicar | ||
| Frances Shoesmith | Team Vicar | ||
| Mark Wade | Team Vicar | ||
| Fran Humphry | Team Vicar | ||
| Roland Harvey | Team Vicar | From August |
| Name | Ofhce | i Dates acted | |
|---|---|---|---|
| (ifnot for whole year) | |||
| Stuart Barton | Elected PCC Member | ||
| Jessica Bradley | Elected PCC Member | ||
| Tony Card | Elected PCC Member | ||
| ' Catherine Cloake |
Elected PCC Member | ||
| . Jan Cornthwaite | Elected PCC Member | ||
| Alex Finney | Elected PCC Member | ||
| J | |||
| ~ Lesley Hughes | Elected PCC Member | ||
| ' Carole Pye | Elected PCC Member | ||
| Joan Roberts | Elected PCC Member | ||
| ~ Rosalyn Unsworth | Elected PCC Member | ||
| Lorraine Webb | Elected PCC Member | ||
| Ethel Yates | Elected PCC Member | ||
| i Helen Weavers | Safeguarding Officer |
||
| Vacancy | Electoral Roll Officer | ||
| Tricia Hancox | PCC Secretary |
| Type ofadviser | Type ofadviser | Name | Address | |
|---|---|---|---|---|
| 55Belvedere Road | ||||
| Architect | Schafer Associates | Ashton in Makerfield | ||
| Wigan, WN4 9PL | ||||
| 15Carleton Road, | ||||
| Independent | Examiner | Rev'd A A | Clements | Great Knowley, Chorley |
| Lanes, PR6 8TQ | ||||
| ankers | ||||
| Church | Bank | Address | ||
| Holy Trinity | 66Gerard StAshton in Makerfield | Wigan WN4 9AH | ||
| StThomas | Natwest | 65 Gerard Street, Ashton in Makerfield, Wigan WN4 9AH |
||
| StThomas | Triodos Bank | Deanery Road, | Bristol, BS15AS | |
| StAndrews | TSB | 66Gemrd StAshton in Makerfield | Wigan WN4 9AH | |
| StLukes | Natwest | 65 Gerard Street, Ashton in Makerfield, Wigan WN4 9AH |
||
| StPeters | Natwest | 65 Gerard Street, Ashton in Makerfield, Wigan WN4 9AH |
||
| StAidans | Natwest | 4, Standishgate, | Wigan, WN1 1UE | |
| Wigan South | Lloyds | 120Lewisham | high street, London | SE136JG |
| Page | ||
|---|---|---|
| Independent | Examiners report | |
| Statement | of Financial Activities | |
| Balance sheet | ||
| Accounting | Policies | |
| Analysis of | income | |
| Analysis of | Expenditure | |
| Notes to Financial Statements | 7,8 | |
| Fund Movement summary |
| F | orthe yea | r ended | 31December 2 | 023 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 2023 | 2023 | 2023 | 2022 | ||||||
| Unrestricted | Restricted | Endowment | Total | Total | ||||||
| funds | funds | funds | ||||||||
| Notes | ||||||||||
| Income and endowments | from: | |||||||||
| Donations and legacies |
194,939 | 41,535 | 236,475 | 286,613 | ||||||
| Income from charitable | activities | 34,088 | 1,810 | 35,898 | 32,660 | |||||
| Other trading activities | 25,903 | 19,250 | 45,153 | 39,047 | ||||||
| Investments | 1,910 | 2,917 | 4,82? | 1,749 | ||||||
| Other income | 43,179 | 0 | 43,179 | 13,276 | ||||||
| Total income | 3OO,O19 | 65,512 | 0 | 365,532 | 373,344 | |||||
| Expenditure on: |
||||||||||
| Raising funds | 297 | 246 | 543 | 396 | ||||||
| Expenditure on charitable |
activities | 299,450 | 35,688 | 335,138 | 408,883 | |||||
| Other expenditure | ||||||||||
| Total expenditure | 299,747 | 35,934 | 0 | 335,681 | 409,279 | |||||
| Net Income I{expenditure) | resources before | 272 | 29,579 | 0 | 29851 | 35,935 | ||||
| Transfers: | ||||||||||
| Gross transfers between |
funds - in | 7,246 | 4,541 | 11,787 | 40,947 | |||||
| Gross transfers between |
funds - out | (9,900) | (1,887) | (11,787) | (40,947) | |||||
| Other recognised gains l | losses | |||||||||
| Gains/losses on investment |
assets | 3,740 | 3,740 | {6,232) | ||||||
| Gains on revaluation, fixed |
assets, charity's | own use | ||||||||
| Net movement in funds |
1,358 | 32*233 | 0 | 33,591 | 41,167 | |||||
| Reconciliation offunds |
||||||||||
| Total funds brought forward | 59,178 | 231,148 | 21,500 | 311,825 | 352,992 | |||||
| Total funds carried forward |
| Forthe y | ear ended 31December |
2023 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| 2023 | 2023 | 2023 | 2023 | 2022 | |||||
| Unmstricted 6 |
Restricted E |
Endowment 6 |
Totalf | Total 6 |
|||||
| income and endowments | from: | ||||||||
| Donations and legacies | |||||||||
| Parish Giving Scheme | 76,116 | 60 | 78,176 | 75,833 | |||||
| Bank {Standing Order) | 11,943 | 7,925 | 19,868 | 18,068 | |||||
| Envelopes | 20,764 | 20,764 | 20,120 | ||||||
| Loose Plate collections | 26,182 | 26,182 | 25,455 | ||||||
| Retiring Collectiions | 60 | ||||||||
| Donations | 14,010 | 21,105 | 35,116 | 52,601 | |||||
| Gift Days | 571 | ||||||||
| Giving through church |
boxes | 239 | 239 | ||||||
| Special orspecNc appeals etc | 543 | 543 | 290 | ||||||
| Tax recoverable on Gift Aid |
22,869 | 37 | 22,831 | 34,268 | |||||
| GASDS Tax relief | 10,079 | 3,059 | 13,158- | 1,991 | |||||
| Legacies | 500 | 2,549 | 3,049 | 39,564 | |||||
| Recumng grants Non-recurring o~if |
grants | 11,219 | 595 1,710 |
696 12,829 |
11,497 | ||||
| Fundraising (general) |
474 | 4,540 | 5,0'l4 | 'IO 287 | |||||
| 194.939 | 41.535 | 286.613 | |||||||
| Charitable activities |
|||||||||
| Parish fee for wedding | or | funeral | 32,725 | 32,725 | 29,711 | ||||
| Churchyard maintenance |
fee | 0 | |||||||
| Bookstall sales to promote objectives | 0 | ||||||||
| Church hall leNngs - objectives | 740 | ||||||||
| Church event income | 1,727 | 403 | 2131 | 'l35 | |||||
| Branch organisations | - | receipts | 1,407 | 1~7 | 2,074 | ||||
| 34.452 | 1.810 | 36.262 | |||||||
| Other | trading acthrities | ||||||||
| Fundraising | 1,473 | 6,179 | 7,651 | 8,'l85 | |||||
| Bookstall sales - fund | raising | 1,004 | 620 | 1,624 | 3,044 | ||||
| Church hall leNngs - fund |
raising | 16,094 | 653 | 16,747 | 14,225 | ||||
| Magazine income - advertising |
675 | 675 | 644 | ||||||
| Parish magazine sales |
3,346 | 3,348 | 3,274 | ||||||
| Other funds generated | 2,947 | 11,798 | 14,744 | 11,675 | |||||
| 25.639 | 19,250 | 39.047 | |||||||
| Investments | |||||||||
| Rent from leased land | or buildings | 775 | 775 | ||||||
| Dividends from shares |
1,099 | 1,099 | 1,093 | ||||||
| Bank and building society |
interest | 263 | 701 | 964 | 177 | ||||
| CBFDeposit account | interest | 548 | 1,441 | 1,990 | 479 | ||||
| 1.910 | 2.917 | 4.827 | 1.749 | ||||||
| Other | income | ||||||||
| Insurance claims |
43,179 | 43,179 | 13,276 | ||||||
| Surplus - sales offixed | assets | 0 | 0 | ||||||
| 43.179 | 13.276 | ||||||||
| Total |
| For | the | year ended 3 |
1December 2023 |
|||||
|---|---|---|---|---|---|---|---|---|
| 2023 | 2023 | 2023 | 2022 | |||||
| Unrestricted | Restricted | Endowment | Total | |||||
| Expenditure on: |
||||||||
| Raising funds | ||||||||
| Fees paid to fundraisers | ||||||||
| Costs ofapplying for grants |
||||||||
| Costs ofgiving envelopes and |
stewardship | campaigns | 67 | 67 | 181 | |||
| Costs offundraising events |
230 | 476 | 215 | |||||
| Investment management costs |
||||||||
| 396 | ||||||||
| Charitable activities | ||||||||
| Giving to missionary societies |
4,200 | 4,200 | ||||||
| Giving - relief and development | agencies | 224 | 9,600 | 9,824 | 10,364 | |||
| Home mission | 5,580 | 4,040 | 9,620 | 4,038 | ||||
| Secular charities | 2,725 | 365 | 2,360 | 460 | ||||
| Deanery Share | 204,127 | 204,127 | 208,787 | |||||
| Assistant staff costs (Lay/Youth | Workers etc ) | |||||||
| Salary oforganist | 1,050 | 1,050 | 1,290 | |||||
| PAYE, Nl &Pension - Parish Admin &Support staff | 112 | 112 | 32 | |||||
| Cleaner wage (church building) |
||||||||
| Clergy working expenses | 1,411 | 1,411 | 2,003 | |||||
| Council tax (clergy housing) | 358 | 358 | 1,734 | |||||
| Housing expenses (clergy) | 4,800 | 4,800 | 4,800 | |||||
| Water rates (clergy housing) | 572 | 572 | 536 | |||||
| Telephone and broadband (clergy housing) |
489 | 489 | ||||||
| Sermon preparation materials |
and resources | |||||||
| Clergy training courses and education | materials | 49 | ||||||
| Reader expenses and subscriptions | 150 | |||||||
| Visiting speakers / locums |
99 | 99 | 196 | |||||
| Parish mission and evangelism | costs | 179 | 1'79 | 120 | ||||
| Alpha course costs etc. | ||||||||
| Sunday School &Junior Church | costs | 67 | 940 | 1,007 | 1,051 | |||
| Youth 8 Confirmation groups/organisations |
512 | 512 | 366 | |||||
| General Mission/Support activities |
763 | 719 | 1,482 | 1,512 | ||||
| Insurance premiums (church building) |
6,709 | 6,709 | 5,651 | |||||
| Telephone (church building orof5ce) |
442 | 442 | 442 | |||||
| Organ / piano tuning and maintenance |
590 | 216 | 806 | 17,202 | ||||
| Church building maintenance |
(routine) | 4,259 | 4,568 | 8,828 | 6,740 | |||
| Cleaning materials &equipment |
(church building) | 235 | 143 | 378 | 329 | |||
| Church equipment costs |
880 | 1,573 | 2,453 | |||||
| Upkeep of services | 4,721 | 120 | 4,841 | 4,855 | ||||
| Church consumable items |
810 | 132 | 942 | 1,075 | ||||
| Upkeep ofchurchyard | 9,555 | 1,624 | 11,180 | 22,559 | ||||
| Administration costs for parish |
1,277 | 1,277 | 1,143 | |||||
| Governance costs &examination/audit |
fee | 200 | 200 | 200 | ||||
| Banking charges | 764 | 764 | 578 | |||||
| Church building - elecbic |
8,284 | 8,384 | 5,561 | |||||
| Church building - gas |
15,736 | 15,736 | 15,291 | |||||
| Church building - water |
1,777 | 1,777 | 1,412 | |||||
| Church building - oil (heating system) |
||||||||
| Magazine expenses including |
printing costs | 2,838 | 2,838 | 3,018 | ||||
| Bookstall costs including new |
stock | |||||||
| Other Funds Expenses |
| Hall/Other | building | - | oil (heating | system) | ||||
|---|---|---|---|---|---|---|---|---|
| Hall/Other | building | - | electricity | 7,002 | 7,002 | 2,381 | ||
| Hall/Other | building | - | gas | 935 | 935 | 509 | ||
| Hall/Other | building | - | insurance | premiums | ||||
| Hall/Other | building | - | maintenance (routine) |
473 | 75 | 548 | 617 | |
| Hall/Other | building | - | telephone | and broadband | 356 | 356 | 263 | |
| Hall/Other | building | - | water rates | 2,732 | 2732 | 616 | ||
| Hall/Other | building | - | consumabies | 1,290 | ||||
| Hall/Other | building | - | cleaning costs | 26 | ||||
| PAYE, Nl | &Pension | - Hall/Community centre staff |
||||||
| Branch Organisation | -payments | 2,734 | 2,734 | 7,028 | ||||
| Church building major repairs - |
structure | 780 | 525 | 1,305 | 58,526 | |||
| Church building major repairs - |
installation | 828 | 8,943 | 9,?71 | 14,200 | |||
| Church building interior and exterior decorating |
||||||||
| Hall/Other | building | major repairs - structure | ||||||
| Hall/Other | building | major repairs - installation | ||||||
| Hall/Other | building | interior and | exterior decorating | |||||
| Other PCC property | upkeep | |||||||
| New building - house | for clergy | |||||||
| New building Church |
||||||||
| New building Hall |
||||||||
| 299,450 | 35,688 | 335,'l38 | 408,&83 | |||||
| penditure | 299747 | 35934 | 335681 | 409279 |
| Freehold | Land and | Church | |
|---|---|---|---|
| buildings | Equipment | Total |
| Cost ofValuation | |
|---|---|
| as at 1January | 2023 |
| Additions Disposals |
|
| Disposals | |
| Depreciation |
| 5.Investments | ||||
|---|---|---|---|---|
| Share investments | 01Jan-23f | Revaluation E |
31-Dec-23 | |
| Moyers fund 1 |
29,771 | 2,825 | 32,597 | |
| Moyers Fund 2 | 6,937 | 658 | 7,595 | |
| St Peters | 2705 | 256 | 2961 | |
| Total | 36,413 | 3,740 | 43,153 | |
| 6.Debtors and accrued | income | |||
| 31-Dec-23 | 31-Dec-22 | |||
| E | ||||
| Hall and other rental | 703 | 4,693 | ||
| Unbanked deposits |
767 | 1,509 | ||
| Parish Fees owed | 1,256 | |||
| Gitf aid to be claimed | 14450 | 25239 | ||
| 17,176 | 31,440 | |||
| 7.Creditors - Amounts | falling due within one year | |||
| 314ec-23 | 31-Dec-22 | |||
| E | E | |||
| Utility costs | 7,441 | 5,697 | ||
| Deanery share | 95,910 | 77,729 | ||
| Other expenses | 3,443 | 2,315 | ||
| Agency collections | 3,231 | 8,231 | ||
| Independent Examiner fees |
200 | 200 | ||
| 110,225 | 84,172 | |||
| 8.Staff costs | Forthe | year ended | 31-Dec-23 | 31@ac-22 |
| R | ||||
| Wages &Salaries | 1,162 | 1,258 | ||
| Social Security Costs | ||||
| Pension Costs | ||||
| 1,162 | 1,258 |
| Funds | Fund | Incoming | Outgoing | Transfers | Gains and | Fund | |||||||
| balances | Resources | Resources | Losses | balances | |||||||||
| bfwd | Cwfd | ||||||||||||
| Unrestricted | f | K | f | 5 | 8 | 5 | |||||||
| Desiunated | - StAidan 8:General | (473) | 74.375 | 71,710 | 1,246 | 3.484 | 6.922 | ||||||
| Desicnated | - StAndrew G:General | 11.221 | 26,346 | 21,204 | 16,363 | ||||||||
| Designated Designated |
- St Luke SC:General - StPeter 8:General |
4,333 (32,426) |
17,007 30,563 |
6,514 45,016 |
257 | 14,826 (46,622) |
|||||||
| Designated | - Holy Trinity AiM: General | 8,600 | 39,003 | 34,631 | 12,972 | ||||||||
| Designated | - StThomas AiM: General | 45,065 | 107,769 | 107,272 | (6,000) | 39,562 | |||||||
| Desionated | - StThomas AiM: Charities Fund |
17.484 | 12.300 | 2.100 | 7.284 | ||||||||
| Designated Designated |
—St Luke SC:Legacy Fund - StAidan 8:Childrens work |
1,077 | 139 | 1,077 139 |
|||||||||
| Designated | - StThomas AiM Sunday coffee (Farsi | Services) | 123 | 954 | 318 | 759 | |||||||
| Designated | - Wigan South: General | 4173 | 3862 | 781 | 7254 | ||||||||
| Total Unrestricted | 59178 | 300019 | 299747 | 2 | 3740 | ||||||||
| Restricted | |||||||||||||
| Restricted | - StAidan 8:Building Fund |
67 | 477 | 410 | 0 | ||||||||
| Restricted Restricted |
- StAidan 8:Boiler Fund - StAidan 8:Choral Fund |
650 | 280 | (120) | 810 200 |
||||||||
| Restricted | - StAidan 8:Churchyard | 0 | 813 | 148 | 0 | ||||||||
| Restricted | - | StAidan 8:Religious Education | 16,159 | 16,159 | |||||||||
| Restricted | - StAidan 8:Flocdlkrhts | 0 | 100 | 100 | 0 | ||||||||
| Restricted | - | StAidan 8:Rowers | 18 | 173 | 14 | 84 | 261 | ||||||
| Restricted Restricted Restricted Restrtcted Restricted |
- StAidan 8:John Edleston Trust - StAidan 8:Memorial Stone —StAidan 8:Organ Restoration fund - StAidan 8:Pantry - StAidan 8:Puppet Ministry |
1,431 1,051 1,839 0 391 |
1,200 14 306 4,243 |
560 424 216 2,351 384 |
(641) (1,096) (30) |
2,071 0 833 1,862 7 |
|||||||
| Restricted | - | StAndrew G: Dementia Cafh |
3,054 | 125 | 719 | 2,460 | |||||||
| Restricted | - | StAndrew G: Maintenance Fund |
5,420 | 4,326 | 3,852 | 5,895 | |||||||
| Restricted | —Holy Trinity AiM: Afiotments | 0 | 775 | 775 | |||||||||
| Restricted | —Holy Trinity AiM: Churchyard | 431 | 99 | 18 | 512 | ||||||||
| Restricted | - | Holy Trinity AiM: Upkeep OfSpecific Grave Plot | 2,140 | 100 | 4 | 2,236 | |||||||
| Restricted | - | Holy Trinity AiM: Compassion | Fund | 130 | 700 | 672 | 158 | ||||||
| Restricted | - | Holy Trinity AiM: Restoration | Fund | 2,294 | 2,349 | 810 | 3,834 | ||||||
| Restricted | - | St Luke SC:Building Fund |
6,097 | 74 | 6.171 | ||||||||
| Restricted Restricted |
- - |
StLuke SC:Education Fund StPeter 8:Fabric (Fixtures 8 |
Fittings) | 19,027 103 |
822 | 19,849 103 |
|||||||
| Restricted | - | StPeter 8:Fbwer Fund | 0 | 0 | |||||||||
| Restricted Restricted |
- StPeter 8:Maintenance Fund —StPeter 8:Property |
6,363 5 |
6,363 5 |
||||||||||
| Restricted Restricted |
- - |
StPeter 8:Roof Fund StPeter 8:Youth |
4,139 80 |
4,139 80 |
|||||||||
| Restricted | - | Wigan South: Oasis Project | 4,245 | 4,245 | |||||||||
| Restricted | - | StThomas AiM: Bowling Club | 1,137 | 216 | 920 | ||||||||
| R stricted | - | StThomas AiM: Chfidren And |
Young People | 581 | 377 | 69 | 889 | ||||||
| Restricted | - | StThomas AiM: Thursday Coffee Fund |
3,096 | 608 | 175 | 3,529 | |||||||
| Restricted | - | StThomas AiM: Tuesday Colfee Fund | 9,782 | 862 | 10,644 | ||||||||
| R stricted | - | StThomas AiM: Duke Of Edinburgh Fund |
1,765 | 1,765 | 0 | ||||||||
| Restricted | - | StThomas AiM: FFFAudio visual | 131 | 310 | 351 | ||||||||
| Restricts | - | StThomas AiM: FFF Heating | Fund | 9,101 | 958 | 8,943 | 1,116 | ||||||
| Restricted | - | StThomas AiM: Flower Guild | 1,332 | 388 | 477 | 1,242 | |||||||
| Restricted | - | StThomas AiM: Food Ministry | 33,741 | 21,043 | 2,000 | 56,784 | |||||||
| Restricted | - | StThomas AIM: HR Graveyard | 2,136 | 2,960 | 4,729 | ||||||||
| Restricted | - | StThomas AIM: HR Legacy | 79,203 | L549 | 80,752 | ||||||||
| Restricted | - | StThomas AiM; Building Maintenance | Fund | 3,700 | 2,199 | 5,899 | |||||||
| Restricted | - | StThomas AiM: Organ Fund | 1,007 | 1,007 | |||||||||
| Restricted | - | StThomas AiM: Pantry Energyy | Grant | (Asda) | 1,500 | 1,500 | |||||||
| Restricted | - StThomas AiM: Weenies | 278 | 444 | 275 | 448 | ||||||||
| Restricted | - StThomas AiM: Warm Spaces | 330 | 1,805 | 964 | 1,171 | ||||||||
| Restricted | —StThomas AiM: Youth Work | 5,892 | 75 | 5,817 | |||||||||
| Restricted | —Holy Trinity AiM: Children 8 Family Mission | 1,219 | 263 | 962 | |||||||||
| Restricted | - | Holy Trinity AiM: Heating Fund |
|||||||||||
| Restricted | - StThomas AiM: Churchyard | 5,819 | 895 | 6,714 | |||||||||
| Restricted | - StThomas AiM: Church Hall |
12,021 | 75 | 11,946 | |||||||||
| Restricted - StThomas AiM: Africa Restricted - StThomas AiM: Asvlum TotalR~ |
2,148 894 |
11,261 1 7 |
9,600 1803 |
1 | 900 000 |
4,708 4089 |