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2024-12-31-accounts

Annual Parochial Church Meeting

St Margaret’s Church Whalley Range Sunday 11[th] May 2025 at 11.30am

Trustees report for the Year 1[st] January – 31[st] December 2024

Achievements & Performance

Safeguarding

Finance Report

Building Report

Climate Emergency

Charity Commission

Deanery Synod

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Parish Name: If the form is NOT completed for the entire parish, Parish Code
Return of Parish Finance 240094
St Margarets Whalley Range please list below the churches included: (6 digits):
January to December 2024 Deanery: South&Stretford
30 Are your accounts Receipts and Payments [ X ] OR Accruals [ ] ? (indicate ONE) Diocese: Manchester
RECEIPTS/INCOME UNRESTRICTED RESTRICTED PAYMENTS/EXPENDITURE UNRESTRICTED RESTRICTED
(nearest £) (nearest £) (nearest £) (nearest £)
Voluntary giving Costs of generating funds
1 Regular giving £ 10,408 £ - 17 Costs of fundraising activities £ 251 £ -
3 Collections at services £ 703 £ - Church activities
4 [All other giving and voluntary receipts, including ] £ 6,686 £ - 18 Mission giving and donations £ - £ -
special appeals (recurring and one-off)
6 [Gift Aid recovered (regular giving and one-off ] £ 3,726 £ - 19 Diocesan parish share contribution £ 19,586 £ -
donations) 20 Salaries, wages and honoraria £ - £ -
7 Legacies received (capital value) £ - £ - 21 Clergy and staff expenses £ 1,731 £ -
8 Grants (include recurring and one-off) £ - £ 10,000 Church expenses
Total voluntary giving £ 21,523 £ 10,000 22 Mission and evangelism costs £ 22 £ -
Activities for generating funds 23 Church running expenses (including governance) £ 10,460 £ -
9 Fundraising activities (gross proceeds) £ 163 £ - 24 Church utility bills £ 1,764 £ -
Income from investments 25 Costs of trading £ 8,423 £ -
10 Dividends, interest, income from property etc. £ 1,379 £ - Major capital expenditure
Church activities 27 Major repairs to the church building £ 4,765 £ 10,000
11 Fees retained by PCC (weddings, funerals etc.) £ 209 £ - 28 [Major repairs to church hall/other PCC property ] £ 550 £ -
including redecoration
12 Trading activities (gross proceeds), NOT fundraising £ 42,602 £ - 29 [New building work to the church, church hall, clergy ] £ - £ -
housing or other PCC property.
Other incoming resources Other expenditure
13 [Other receipts/income not already listed ] £ 871 £ - 99 [Other payments/expenditure not already listed ] £ 132 £ -
PLEASE NOTE BRIEF DETAILS IN BOX E PLEASE NOTE BRIEF DETAILS IN BOX E
Totals (from Financial Statements) Unrestricted Restricted Totals (from Financial Statements) Unrestricted Restricted
A RECEIPTS/INCOME £ 66,747 £ 10,000 C PAYMENTS/EXPENDITURE £ 47,684 £ 10,000
B COMBINED TOTAL £ 76,747 D COMBINED TOTAL £ 57,684
PLANNED GIVERS AND LEGACIES CASH AND INVESTMENT BALANCES UNRESTRICTED RESTRICTED
14 Number of regular givers 21 31 Cash and deposit balances as at 31/12/2024 £ 38,305 £ -
16 Number of new legacies received in year 0 32 Investments as at 31/12/2024 £ 47,680 £ -
Please refer to the accompanying notes to help clarify what is included in each Name John Adams Date 4th May 2025
section. The item numbers refer to RPF notes, consistent with the guidance Position Treasurer
provided in PCC Accountability , 5th edn. . Email or telephone john.me.adams@live.com
Looking back across 2024, was there any exceptional financial activity affecting movement on cash and investment balances? Please provide details in the box below.
These might include project or capital expenditure, major equipment purchases, property or asset disposals, new investment or investment sales, new loans or loan repayments.
Gift Aid (box 6): the recovered amount all went via the Gift Aid Lite scheme towards Diocesan Parish Share Contributions (box 19).
E Other income (box 13): mainly from St Margaret's Community Centre in lieu of 2023 payments for their burglar alarm contract, and also some NatWest banking adjustments.
Other payments (box 99): further NatWest banking adjustments which offset the adjustments noted in box 13.
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04/05/2025

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PCC Financial Statements WRSM 2024 v1.xlsx

Charity Commission PO Box 211 Bootle L20 7YX

5[th] June 2025

To whom it may concern,

Parochial Church Council of St Margaret

In accordance with the engagement letter dated 8[th] May 2025, I have reviewed the accounts and provide to you an independent examination of charity accounts for Parochial Church Council of St Margaret from information and explanations that have been given to me.

As a practising member firm of the Institute of Financial Accountants, we are subject to its ethical and other professional requirements which are detailed at ifa.org.uk/smes-and-smps/professional standards. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than you, for our work or for this report.

You have prepared the accounts for the year and have acknowledged your responsibility for them, for the appropriateness of the financial reporting framework adopted and for providing all information and explanations necessary for their compilation.

I can hereby certify that based on my independent examination of the charity accounts that the Statement of Accounts for the year ended 31[st] December 2024 presents a fair and accurate representation of the financial performance for the period.

Should you require any further clarification or additional information please do not hesitate to contact me on 0161 865 8298.

Yours faithfully,

C Williams FFA Premier Accounts & Consultancy Ltd