**Ulverston Parish Church with St. John’s, Osmotherley** **ANNUAL REPORT 2022** ## **ANNUAL REPORT** This report covers the proceedings of the Parochial Church Council (PCC) and the activities of the Parish, including how the Church’s work has been sustained, as well as progress made, new initiatives and future developments. Its purpose is to support the annual accounts of the Parish as a charity; to portray what has been done (outputs), what has been achieved (outcomes) and what difference has been made (impact), most of which cannot be measured in financial terms. ## **PARISH ACCOUNTS** Inspected accounts for 2022 and the budget for 2023 are available separately and have been prepared in accordance with the regulations under the Charities Act and the Church Accounting Regulations prescribed by the Standing Committee of the General Synod. 1 ## **CONTENTS** |**Reference and Administrative Information**|**Reference and Administrative Information**|**Reference and Administrative Information**|**Reference and Administrative Information**|**Reference and Administrative Information**|**Reference and Administrative Information**|3| |---|---|---|---|---|---|---| |**Structure, Governance and Management**||||||4| |**PCC Membership**||||**2022 -**|**2025**|5| |**Objectives**||||||6| |**Church Wardens’ Report**||||||7| |**Mission**||||||8| |Youth||||||8| |Children and||Families||||8| |Church|Walk|School||||9| |Alpha||||||10| |Mission Partners||||||11| |Men’s Ministry||||||11| |Warm Space||||||12| |Parish Fellowship||||||12| |Fellowship Lunches||||||13| |**Discipleship**||||||13| |Connect Groups||||||13| |Pastoral Team||||||14| |**Worship**||||||14| |Music||||||14| |Prayer Team||||||15| |Bell Ringers||||||15| |**St John’s**||||||16| |**Property**||||||17| |Restoration Mission||||||17| |**Governance and Finance**||||||18| |Deanery and Mission Community||||||18| |Safeguarding||||||18| |PCC Secretary||||||19| |Finance||||||19| |**Rector’s**|**Report**|||||21| 2 ## **REFERENCE & ADMINISTRATIVE INFORMATION** The Parish of Ulverston covers Ulverston Parish Church (St. Mary’s with Holy Trinity) and one daughter Church, St. John’s Osmotherley. The affairs of both churches are managed by the Parochial Church Council (PCC), which is described in more detail in the next section. While routine management of the Parish is in the hands of the Rector and the Churchwardens, daily running of the Parish Church with all its activities is achieved with the assistance of numerous volunteers. The day to day running of St. John’s is overseen by a committee under the auspices of the Parochial Church Council, to which any major items are referred. At full strength, we have a full-time Rector, Curate, Youth Minister, Children and Families Minister, and a part-time Parish Administrator, Music Co-ordinator and Cleaner. The correspondence address for the PCC is that of the Parish Office: Ulverston Parish Office 20 Church Walk, Ulverston LA12 7EN The PCC uses the National Westminster for its current accounts and ongoing financing of the church. Deposit funds are held with the CCLA, a Church of England fund. The annual accounts are examined by Saint & Co Chartered Accountants, Old Police Station, Church Street, Ambleside. 3 ## **STRUCTURE, GOVERNANCE & MANAGEMENT** The Parochial Church Council (PCC) is a corporate body established by the Church of England. The PCC operates under the Parochial Church Council Powers Measure and is regulated by the Charity Commission. The PCC manages the affairs of the Parish and in particular is responsible for: - Providing a forum for discussion with the Rector - Church building and property - Conduct of the financial affairs of the Parish - Form of services Membership of the PCC is regulated according to the Church representation Rules and includes the Clergy, the Churchwardens, a Reader’s representative, up to twelve elected lay members, up to four Deanery Synod representatives and up to three coopted members. The PCC delegates much of the planning, discussion and implementation of activities to six Teams covering different areas of responsibility. These Teams are coordinated by members of the PCC and include members both within and without the PCC. The Teams meet regularly and report back to the PCC, making recommendations or proposals requiring approval of the Council. The PCC has a Standing Committee to transact business between meetings of the Council and to which business is delegated from time to time. This sub-committee consists of the Clergy, Churchwardens, Lay Chair, Youth Minister, Children and Families Minister, Treasurer and the Secretary. The Standing Committee is also accountable to the PCC. Many members of the Church hold other positions of responsibility, without which the church could not function. Training is generally undertaken either through the Diocesan courses, e.g., ‘Called to Serve’, or as a result of a need identified by one of the Teams. The PCC delegates responsibility for risk management of buildings to the Property committee. The PCC also has a Safeguarding Co-ordinator. 4 **PCC MEMBERSHIP 2022 - 2025** **Rector** Rev. Alan Bing (until April 2022) Rev. Madi Simpson (from November 2022) **Curate** Madi Simpson (until September 2022) **Church Wardens** John McKenzie (Mission) Jill Shephard (Children & Youth) **Readers Representative** Janice Eadington (St John’s) **Lay Members** 2020-2023 Helen Huck Alice Barrett (Eco Church) Mike Tattersall Vacant 2021-2024 Phil Huck (Property) Johan Hoving Vacant Vacant 2022-2025 Ruth Hutchings (Children and Youth) Hannah Fishwick (Children and Youth) Sue McKenzie (Children and Youth) Janet Howson **Deanery Synod** Cathrine Livesey (Worship and Discipleship) **Representatives** Joyce Benson (Mission) 2020-2023 Matt Topping (Worship and Discipleship) Catherine Saunders **PCC Treasurer** Colin Dykes **Other PCC Attenders** Safeguarding Officer Susie Barstow PCC Secretary Maria Blakey **Other PCC Appointments** Assistant Treasurer Anthony Muckelt Fees Secretary Brian Bull Electoral Roll Officer Ian Jones Safeguarding Co-ordinator Susie Barstow Stewardship Secretary Anthony Bryson 5 ## **St John’s Committee** ## **Rector** Rev. Alan Bing (until April 2022) Rev. Madi Simpson (from November 2022) Chair Janice Eadington Minutes Secretary Vacant Safety Officer & Property Martin Cooper Other members Christine Long Dorothy Parkinson Ann Thompson Tina Boyle Shelagh Curley ## **OBJECTIVES & ACTIVITIES** The primary objective of the PCC is to promote the Gospel of our Lord Jesus Christ according to the doctrines and practices of the Church of England in cooperation with the Rector and other clergy. As members of Ulverston Parish Church we seek to … ## **Belong to Christ (Worship)** Respond to Christ’s call Follow him willingly and joyful Apply God’s word to our lives Become a diverse family of all ages Meet together regularly Worship God in Spirit and truth Work in partnership with other churches ## **Grow in Christ (Discipleship)** Pray continually Follow faithfully together Embrace the work of the Holy Spirit Nurture a thoughtful faith Provide a place of welcome and hospitality Provide accountable and approachable leadership Discover and use our God-given gifts to bless others ## **Share his love (Mission)** Witness to Christ with faith and joy Care for Creation Promote peace and justice 6 Share our buildings and resources Serve the needy through prayer, finance and practical action Support mission locally and worldwide Serve our community with humility, generosity and care. ## **CHURCHWARDENS’ REPORT** 2022 was a year of change and challenge. In January Alan facilitated the Living in Love and Faith discussions. Alan led his last service before retirement on Easter Sunday 17[th] April and the following week 24[th] April we celebrated Alan and Wendy Bing’s service to UPC with a lunch at UPC which was attended by members of all congregations past and present. It was a wonderful celebration. He officially retired at the end of April. We entered a period of vacancy on May 1[st] . The pattern of services changed slightly during the vacancy and Madi was able to cover as many of the communion services across the parish as possible, retired clergy helping out when necessary. We thank them for all they have done to help throughout the vacancy. Lots of work was done to produce a Parish Profile which accurately reflected the whole parish before the post of Rector was advertised. On 20[th] July, following a rigorous application and interview process, Rev Madi Simpson was appointed as Rector. The announcement was made on September 4[th] and Madi left UPC as Curate at the beginning of October taking time to prepare herself for her role as Rector which began in November. She was licenced as Rector on 17[th] November by the Bishop of Penrith, The Right Reverend Rob Saner-Haigh. On September 11[th] the 6pm service started. This is a lay-led service which will evolve over time and is accessible to all. The Remembrance Sunday service took place in church as usual. Christmas services returned to the pre-Covid pattern and were well attended, especially the Christingle services. The nation celebrated the Platinum Jubilee of Her Majesty Queen Elizabeth 2[nd ] over the weekend of 2[nd] – 5[th] June. UPC enjoyed a picnic together after the 10.30 service. On Thursday September 8[th] the death of Queen Elizabeth was announced and the church entered a period of official mourning and a service of commemoration for her life was held on 18[th] September in church. Following the decision to sell the Parish Centre, we are looking to increase use of the main church building in a more creative way and have been looking at current use and storage needs in anticipation of not having access to the centre in the future. Use of the church building by outside groups has increased, assisted by the acquisition of a concert quality grand piano by the Ulverston International Music festival which was used in a series of autumn concerts. 7 The disposal of the Parish Centre has hit a blockage following the discovery that the church does not legally own the building. A sub-group of the PCC is investigating options to resolve the situation. In summary, 2022 has been a year of change and challenge for UPC which has demonstrated again God’s provision for us through a strong family which works and grows together. We would like to take the opportunity to thank everyone who has supported us with prayer and practical help and encouragement over the past year. (Jill Shephard and John McKenzie) ## **MISSION** ## **Youth** We’ve been through another year, and it has been another year with lots of change! Although there has been lots going on the youth ministry has remained steady throughout the year. One of the most important things we have been doing is developing our Sunday evening group. This rotates between meeting at UPC, joining with NYC Furness and Barrow for social and church, and a youth focussed service. We have tried to make this a group where the young people are valued in and really want to come to. We have also had time away. We linked in with Furness Network Youth Church for a brilliant weekend away where the young people came together and were the best example of church we’ve seen in a long time. We also took some young people to New Wine with their families which was a valuable time. In June we invested in our leaders with a training morning. We networked with others and think about youth ministry and why and how we do it. We hope to continue to invest in our leaders with more training and networking events. As we look forward into this year, we want to continue to grow our team. We also want to help our young people experience God, meet with Jesus, and serve their church. Although there could be thousands of stories form this year with the young people of love, joy, learning, and journeying I‘ll let them tell you more! (Ruth Hutchings) ## **Children and Families** As one of our top priorities for 2022 was to ‘welcome more children and young people into the church family’ I feel like we had a very active year of praying, planning, preparing, delivering, and listening to God’s next steps for UPC. Soon after my return to work from maternity leave, we found that we needed to expand our toddler group provision into an afternoon session as well. This group has lower numbers but is gratefully received by a core group of around 15-20 families. The smaller group means that relationships can be more easily formed and developed. 8 The morning group is thriving and continues to appeal to new people. Our team of volunteers has dwindled again and so we would like to appoint another refreshment helper from the congregation. Our Pancake Party was attended by almost 200 people and after a successful Harry Potter themed FUNdraising event, we decided to run some Summer Craft Cafes for children and their families. These were a great success and set the format for subsequent themed Craft Cafes. It was clear that people were happy to pay £3 per ticket and so the events more than covered costs. This structure of crafts, continuous provision of toddler toys and refreshments seems to appeal to the masses. We continued to run Junior Church in the Parish centre; Bubbles for 4-7 year olds and Splash for 8-11 year olds. We had new helpers and leaders and ensured that everyone had been ‘safely recruited’. The Pray and Play Area was created to give children some tools and resources to better engage with Sunday worship in the building. Although it’s not much, it draws families in, focuses them and demonstrates that there is a space and a place for them in the church family. It has been well utilised by newcomers, visitors, familiar faces, school groups and toddler groups. Moving the heavy wooden chairs multiple times a week to accommodate these resources continues to be time consuming and awkward. Collective worship continues in Church Walk School by myself and Madi Simpson although extra curriculum activities or support (clubs or mentoring) would be greatly valued. Christmas events in 2022 were also very well attended i.e., Christmas craft church and Pop up Nativity. The appearance of a certain puppet, Mr. Chris Tingle, at the Christingle service had added dynamism and effectiveness. The baptism procedure has also been honed which puts the emphasis back on families to attend church services to speak to myself or Madi regarding potential baptisms. We have seen that families feel more empowered and equipped to make promises with integrity and conviction now since they have attended more worship services in the church. Thomas, the enormous mascot baptism bear, was a huge hit at those baptism services! We continue to hone our All Age Worship but that is an area where more prayer, direction and vision is needed from a driving committee in 2023. Similarly, Parents’ Ministry is something I am passionate that we need to see improved at UPC in 2023 with a group of passionate individuals. Our next steps are to ensure that we have very clear steps to engagement and faith. (Hannah Fishwick) ## **Church Walk School** 2022 was a busy year. In January the school had a successful Ofsted inspection, maintaining its ‘Good’ rating. It also retained the Gold Rights Respecting Schools Award when re-accredited, as well as gaining the International Schools Award in recognition of the work done with a link school in Ethiopia. 9 Throughout the year the school has made good use of funding from Orcina to provide extra curricular activities and change to a new phonics scheme. Students from UVHS were able to come and undertake work experience in March, with a student based in each class. In the spring, year 4 and 5 went on a one night residential to Castlehead and in July Year 6 went to Liverpool on their residential trip. Year 3 had a day at Forest School and the infants enjoyed a day out at The World of Beatrix Potter. Most year groups had the opportunity to take part in inter school sports activities organised by UVHS. The Juniors were able to go to swimming lessons and in July it was whole school sports day to which parents were invited. In the spring some children took part in a tree planting ceremony on Little Hoad and in June the whole school enjoyed a Tea Party and games to celebrate the Queen’s Platinum Jubilee. On Ascension Day the annual whole school walk up to Hoad Monument took place. In September a member of staff returned from maternity leave as well as a new teaching assistant, followed by an Apprentice Teaching Assistant in November. Visitors have returned to school to listen to readers and provide support to groups of children. UPC staff and Open The Book have led regular assemblies. The whole school performed a Nativity Play in Church in December as well as enjoying a trip to the pantomime in Barrow and the Roxy cinema to see a Christmas film. (Jill Shephard) ## **Alpha** We were delighted to run an evening Alpha Course from September – December. With a core of four guests and two helpers, we were warmly hosted by Judith Harrison. Each week different congregation members provided a meal for the group, which was greatly appreciated. Despite the range of backgrounds, ages and experience of the Christian faith, the group gelled well, and conversation flowed freely. It was encouraging to pray for the Holy Spirit’s anointing on each person during our away day and to see people’s lives touched by the Spirit. Over the weeks we were able to introduce guests to Bible reading schemes and encourage people to develop their prayer life. At the end of the course, we discussed follow-on. One person has joined a Home Group, another is planning to join a group in 2023 and there is also a desire for a follow-on course either on the Bible or prayer, which we anticipate may happen in the summer term 2023. It is hoped that future Alphas can be more widely publicised in the town and surrounding area so that alongside those we invite, people who are curious but not attached to church might join. (Colin and Carolyn Dykes) 10 ## **Mission Partners** As a Church we support several individuals, projects and organisations, both financially and in prayer. We are committed financially to the following and details of this regular giving are attached to this report. ## **Nationally** Church Army Church Pastoral Aid Society St Mary’s Hospice Scripture Union Church Walk School Jesters for Jesus, M & S Callaghan Charlie Day James and Arenla Tyson YWAM Harpenden ## **Internationally** Sam and Beth Wallace YWAM Idaho Tim and Kate Lee with the Church Mission Society The Jigsaw Project in Manila Tear Fund Barnabas Fund Open Doors The Kepplewray project in Burundi Stephen and Katie Pointing YWAM Taiwan Tim and Kate, together with Rebecca, James and Grace, are based in the UK and settled in the Milnthorpe area. Tim continues to support and mentor the Jigsaw project in Manila and has recently visited Manila for four weeks. Kate is teaching in a local primary school. They came to share with us on the 4[th] December 2022. Sam and Beth Wallace, with their sons Henry, Teddie, Freddie and Oliver, continue their work in Idaho, USA training young people to share in the work of global evangelism. We have two new families who are also with YWAM; Stephen and Katie Pointing with Jesse and Charis, who recently moved to Taiwan and James and Arenla Tyson with Zion and Zephania who are based in Harpenden. Parents of both these families are members of our congregation and can give you contact details should you wish to support them in any way. We are in the process of updating the Mission board at the back of Church, so please look there for more details. For more information, please contact Rita or myself. (Steve Parkinson) ## **Men’s Ministry** The pint night trundles on with an average of 10 individuals ranging from 20 to 80 plus in years. It is purely social but discussion takes place with a faith based spin on the topics that are discussed. Men’s breakfast goes from strength to strength. We had to change the format as we now have no cooking facilities, so Steve Hartley at Poppies I now cooks for us. 11 This term we are exploring people’s faith journeys: the how we come to where we are in this point in our Christian lives and the point that shaped us as people. Sunday Evening Services – CC@6 – this service restarted in late September and after a shaky start it is now attracting between 20 and 40 people every week. We are starting to build a rota of people who are willing to talk and provide music. The format is one of whatever the person leading wants to bring to the people, led by God and in whatever format they choose. Reader – As all should be aware my reader remit is outreach in the form of chaplaincy as I am Chaplain to both the Air Cadets in Ulverston and the Air Cadets in the whole of Cumbria and Lancashire. This is a diverse and challenging appointment ministering to young people aged to 12 to 20 and the adults that lead them. This ranges from social padres hours to bereavement councillor, but so rewarding and God sent. (Glyn Shephard) ## **Warm Space** The warm space at UPC started in early November 2022 as a response to the cost of living crisis and rising energy bills. Thursday afternoons were chosen as a suitable time, as church was already heated from the morning service. It was advertised in local newspapers, on social media, on the boards outside church and on posters in town, including asking the town council to advertise it alongside other warm spaces in the town. Leaflets were also distributed with the Christmas service cards. Volunteers run the space, welcoming visitors with hot drinks, sometimes soup, and with cake (often homemade) and biscuits. Newspapers, magazines, puzzles, jigsaws, and games are provided. Blankets and cushions add to the warm and welcoming atmosphere. Average attendance per week is 15. There have been approx.7 regular users of the space excluding volunteers, and 42 more have attended one or more times. This includes a craft group and a church history group which have started to meet in the warm space. Members of the congregation have generously sponsored some of the weekly and capital costs such as blankets and games. In addition, a grant was applied for and received from the Cumbria Community Foundation which will cover most of the cost of heating and further capital costs. People attending the warm space have said that they find it welcoming, they love the cake, and they enjoy having somewhere warm to go to meet friends and chat. (Helen Huck) ## **Parish Fellowship** 2022 saw us back to normal with meetings on the first Wednesday in the month, at 2pm with a variety of speakers. All our meetings begin with a short service including a reading and a hymn chosen by our speaker if they wish. 12 On the occasion of the Queens Jubilee, we had an afternoon tea which was enjoyed by all. For the July meeting we invited ladies from other church groups to join us and we had an interesting talk on stained glass by Sarah Lace. During the year we had four new ladies to join the group bringing our total membership to 26 which is the largest number we have had for a few years. If you would like to join us you would be very welcome. (Jean Musker) ## **Fellowship Lunches** Emma and I would like to thank everyone who has come to fellowship lunches last year. We have had between 10 and 30 people each time. We have a wide variety of people which is always a joy as we can all learn from fellowship with one another and feel it has been a success in its aim "to have fellowship, food and fun". Hopefully over the coming year it will also go mobile and we can spend time at some, to be arranged, alternative venues weather depending too. There is always food for those who forgot or haven't brought anything and always spare seats in cars to get a lift so no excuses! Thanks to everyone who has made it happen. (Johan Hoving) ## **DISCIPLESHIP** ## **Connect Groups** In 2022 there were 11 Home Groups meeting regularly. 103 church members belonged to a group. The 11 groups included a new group formed in 2022. This daytime group was set up specifically for parents of very young babies. Groups have continued to use a range of material as the basis for bible study. Prayer, support, and fellowship have continued to be a strong element of every group. There were a number of opportunities for Home Groups to come together, for example, for an evening of Praise and Worship. Home Groups also took on tasks such as decorating windows during advent. Home Groups also set aside time in Autumn 2022 to listen to God for the future direction for the church. There are potentially more ways in which groups could serve the church in the future. We ran 2 Alpha courses in 2022 with attendees encountering God in new ways. Alongside Home Groups there were a range of other groups called Connect Groups. As the name suggests these provided opportunities for people to connect with one another and form friendships and mutual support. More could be done to promote a range of groups and ensure that all those who wish to can belong to a support network within the UPC family. (Carolyn Dykes) 13 ## **Pastoral Team** The team has met five times this year and it’s been so good to be together again – face to face. Covid seems to have made us apprehensive visiting people in their homes, so most contacts have been made by phone or in church. Condolence cards are sent to bereaved families and entries in the Book of Remembrance in church are offered. Coffee and Chat following Communion or Morning Prayer on Thursday mornings is enjoyed by all who attend, but it doesn’t seem to attract many new members as was the initial intention! Lunch Bunch is very popular, attracting some 30/40 people of all ages four times a year for delicious food, fellowship and a fun quiz. The team also organised an outing to Barton Grange Garden Centre in November. This was enjoyed by all who went along. Home Communions took place at Easter and Harvest. Unfortunately, the one arranged for just before Christmas had to be postponed due to bad weather conditions. It is to be re-arranged in the New Year. The team now meets up for refreshments at Costa occasionally just to share and care. My grateful thanks go to all the team members for their part in this important ministry and especially to Louise and her Lunch Bunch team and to Kath for her faithful service to the Home Communion ministry for many years. If you feel called to be part of the Pastoral Team – we would certainly welcome you. Please do contact Madi or Marilyn. (Marilyn Fell) ## **WORSHIP** ## **Music** The musical worship team serve tirelessly each week and really love what they do. There is a wonderful team spirit and in many ways we are like a small group in our pastoral care for each other. We have said goodbye to Joseph Meacock whose family has moved church and both welcomed and said goodbye to Kim Maughan who has blessed us with her singing before moving back to Leeds. We responded to feedback that there were perhaps too many new songs being introduced at once and are collating a list of suggestions to evaluate and then be introduced systematically between the worship leaders. It has been encouraging to see some of the children getting involved in musical worship and we would love to see this continue and increase. We are always keen to see more musicians join us and especially need to pray for a second keyboard player as currently we only have Rachel. Overall, we long to honour God and learn how to worship Him better as a congregation both in Church and during the week. (Rachel Stanbrook) 14 ## **Prayer Team** The Prayer Ministry Team continued serving the church throughout 2022. The priorities have been first listening to God and being available to pray with people after the 10.30 service; and second being willing to pray for individuals throughout the week as needs arise. The team met monthly to pray for people who had been in contact and who needed to know the Lord’s healing. We have been delighted that two housebound members of our congregation committed to pray too. Each month they received a list of individuals who needed prayer support. In 2022 we sought to widen the number of people who prayed on Sunday mornings. Members of the congregation were invited to partner with a prayer team member. We recruited one new team member, but unfortunately a few others who were to join were not able to for personal reasons. In 2022 we installed a Prayer Tree at the back of church to provide a prominent place where people can leave prayer requests. Offering an open invitation for people to come forward for prayer after sermons also proved effective on several occasions. A period of prayerful listening took place in Autumn 2022 as the church sought God for a fresh vision as Madi took up her role as Rector. The PrayerWeb (which exists to provide prayer when emergencies arise) has not been used during 2022, and this needs reinstating. Praise God for answered prayers. We are excited for the future growth of prayer ministry. (Carolyn Dykes) ## **Bell Ringers** UPC Bellringers have certainly had an eventful and most memorable year! Honouring the decade long fundraising that culminated in the excellent, accurate and historic restoration of our bells, we have undoubtedly benefited immensely from all the hard work involved. Work has continued with successfully creating a detailed Bell Restoration booklet, installing a new dehumidifier, a circulating fan, solid oak floorboards, a new set of bell muffles (for softening the bells resonance), producing and selling Christmas Cards. Fundamentally, our Sunday Service ringing begins with the prayer; “Guide and help us to ring these bells to the glory of God that all who hear them may be reminded of their purpose” highlighting our reason for ringing. Monday evenings continue to host our band and many other visiting ringers during our 90 minute practice. UPC’s dedicated Bell Band is in good health and welcomes two new recruits this year, swelling our numbers to twelve! We thank the church and ringers for their ongoing support and appreciation of our time honoured tradition of bellringing (that has been recorded since 1710AD) at UPC. We have seen first-hand how people are drawn to church when they hear the bells. It really does make a difference! Amen. 15 National historic events UPC Bellringers were involved in during 2022, achievements of a lifetime for many ringers. - Queen Elizabeth II Platinum Jubilee - ringing to coincide with the Service of Thanksgiving at St Paul’s Cathedral - Queen Elizabeth II Commemoration - ringing with 5 bells muffled, tenor left open, concluding with 96 tolls - King Charles III Royal Proclamation - ringing to coincide with Ulverston’s procession to the market cross for the Regional Public Proclamation of the New King - UPC Commemorative Service marking the death of Queen Elizabeth II, tenor bell chiming for 20 minutes - Queen Elizabeth II State Funeral - ringing to coincide with the Queens Funeral Service at Westminster Abbey, concluding with retired tower captain Ian Taylor chiming the tenor 96 times. (Ian having been involved with the ringing for Queen Elizabeth II coronation!) - Remembrance Sunday Service - ringing with half-muffled bells - Rev. Madi Simpson’s Licensing Service - Christingle and Christmas Day Services - New Year’s Eve Midnight Ring - celebratory ringing capped by ‘firing’ (simultaneously striking all 6 bells), family members and bystanders alike gathered with us at church to ring in the New Year. ## (Sue Smith) ## **St John’s** It was good to return to our normal pattern of services last year, and enjoy face to face social occasions, as well as to welcome Madi as our new Rector. In addition, we were pleased to be the destination for a Walkfest wander in April, raising awareness of our little church and providing refreshments for thirsty walkers. Our home group resumed its weekly Tuesday meetings early in the year, and the Open the Book Team finally made it back into schools in October, with two new members preparing to join our ranks. The adult baptism of one of our more recent members was finally able to take place in November, welcoming him officially into the St John’s family after a delay because of Covid and the interregnum. The Friday maintenance team (motivated by the thought of the ensuing weekly fish and chip lunch?!) met faithfully to keep on top of gardening and self help repair projects. Of course there were the usual committee meetings (4 per year), which monitor the activities in and around church, summary below: Feb: - Work begun on restoring path in graveyard, prompted by suggestion from the (Osmotherley and Mansriggs) parish council - Meter for storage heaters replaced - Friday team helped by student for Duke of Edinburgh Award - Spring Clean organised - Farewell tribute for Alan and Wendy planned June: - Atlantic Geomatics finished recording of grave and memorial data, report due 16 - 5 yearly electricity check completed, no problems. - Quinquennial inspection completed, more in depth inspection of south wall recommended - More frequent use of Extended Communion during interregnum agreed - Safeguarding training completed and church information updated to reflect recent appointment of new parish safeguarding officer. September: - Announcement of new Rector - Porch repaired - Report from QI discussed, second opinion survey approved as recommended - Coffee Morning Coronation Hall arranged - Remembrance Day meal arranged - December: - Arrangements for Carol singing social event in the village finalised - Theatre trip discussed - St John’s calendars selling well - Report still awaited from survey. (Janice Eadington) ## **PROPERTY** 2022 was the year the Restoration Mission works started in earnest with renewal of cast iron rainwater goods on the church building. These are due to be completed in early 2023. Following repairs to the bell frame, the ringing chamber and stairs have been redecorated and improved. In addition, new floorboards have been fitted in the bell chamber and other improvements have been completed. At the end of March the PCC set out its policy on buildings to concentrate activities on the church and prioritise repairs to rainwater goods (above) followed by incremental repairs to church masonry and windows with repairs to the belltower, due to their cost, being the priority for applications for external funding. The PCC also resolved to retain the Parish Office and sell the Parish Centre. Subsequently, following legal advice, the sale of the centre was suspended. The church toilets were flooded in July because of a blocked hopper causing significant damage to electrical fittings and decoration. They have been repaired and redecorated and the hopper cleared. All vegetation has been removed from the belltower walls or treated with weedkiller. These are just the ‘highlights’, there are lots of ‘lowlights’ too – scraping out blocked gullies, sorting out drainage problems, fixing dodgy/frozen pipes and gutters – lovely! As ever I am enormously grateful to those who have helped with these and other maintenance tasks throughout the year. (Phil Huck) ## **Restoration Mission** The primary brief of the group is to identify the scale and scope of the work necessary to address the issues with the building and to advise the PCC on ways forward and possible funding options. 17 Following the period of prayer and listening to God, we developed a building strategy which involved focusing effort and resources on stabilising and improving usage of the main church building, retain the Parish Office and dispose of the Parish Centre. The premise the group has been working on has been that the works to the main church building could be funded through a mixture of reserves, grants and fundraising both internally and in the wider local community. To this end, we are continuing to explore a major grant application to the National Lottery Heritage Fund which appears to be the most promising source of major funding. A consequence of the NLH bid was that it was clear that we needed to improve the “Heritage Offer” of the church, which has resulted in a number of positive initiatives (heritage trails; Open Day; links with schools; Monument Mapping project; biodiversity of churchyard etc.) The first phase of the plan is to replace the cast iron rainwater goods which have deteriorated and were causing water ingress issues. Due to the building’s grade 2* listed status, we have had to replace the fittings with like-for-like design and materials, with a resultant cost of circa £100k. This has now been completed by specialist contractors and we have renewed rainwater goods which have significantly improved, but not fully solved our water ingress issues. The next phase is to implement the restoration works to the walls of the main church building which will involve a phased approach over a number of years. (John McKenzie) ## **GOVERNANCE AND FINANCE** ## **Deanery and Mission Community** The Furness Deanery Synod meetings in 2022 were again held jointly with Barrow Deanery, which provided good opportunity for discussion and fellowship. There continue to be real challenges across the deanery, particularly in relation to clergy moving on and sufficient finances not being available to replace them. The highlight of the year was an evening spent with Bishop Rob, the new Bishop of Penrith. He spoke engagingly about his faith journey, answered questions from the room and had real words of encouragement for the church in Cumbria and in Furness. Rev Jack KnillJones was licensed as Interim Rural Dean following the retirement of Canon Ruth Crossley. (Matt Topping) ## **Safeguarding** Safeguarding is God’s love in action, affects everyone and is everybody’s responsibility. So, first of all, a huge thank you to all volunteers and leaders who have been working together to safeguard our members and friends. - We continue to work towards completing the **Safer Recruitment** process to bringing all our volunteer agreements in line with national guidance from the 18 House of Bishops. The PCC has complied with the duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016. More help is needed with administration of this process. More work is required in this area. - DBS checks are now submitted in an online form. This is facilitated via PSO and by Volunteer Team Leads and Matt Parker, Parish Administrator. - Many volunteers have completed online Basic Awareness and Foundations **Safeguarding training** via the Church of England safeguarding training portal. Safeguarding Leadership training is now available to book and has been completed by several leaders. - Susie Barstow and John McKenzie attended Diocesan training to deliver in **person combined Basic and Foundation Safeguarding Training** . The first of these sessions is booked for 28[th] January 2023. - The PCC agreed to **strengthen the role of PSO** with additional voluntary support and are seeking volunteers. (Susie Barstow) ## **PCC Secretary** All those who attend our services regularly are encouraged to register on the Electoral Roll and are eligible to stand for election to the PCC. The PCC members are responsible for making decisions on all matters of general concern and importance to the parish. The PCC and Standing Committee each met six times as scheduled throughout 2022, and from May we were able to meet in person. The Minutes for PCC meetings are available for all to read and can be found on the Welcome Desk in church. (Maria Blakey) ## **Finance** We give thanks to God for his financial provision to us during 2022. Our budget for 2022 assumed congregational giving and gift aid recovery of £162,400, but our actual unrestricted giving, collections and gift aid was £172,465 – well above our plan. Overall we received unrestricted income of £208,113, and spent a corresponding £219,926. Restricted Income of £55,201 is also well above the corresponding figure for 2021, but expenditure was £123,669 – reflecting nearly £105,000 spent on renewing the rainwater goods. This is a major step in reducing water damage to the building, and has certainly been good use of some of the assets accumulated over 900 years of our church life. Total income, including restricted funds, was £263,314 against total expenditure of £343,595. If we exclude the rainwater works, expenditure was £238,595, so at an operating level income exceeded expenditure. 19 In overall terms we started the year with total net assets of £836,843, and ended with £726,865, So a nett reduction of £109,978, which includes spending £105,000 on the rainwater goods. We do still need well over a million pounds to fully restore the church stonework and tower, and our plans to address elements of this progressively will need to progress in 2023. Our stated assets of £726,865 include £223,240 for the Parish Centre. In 2021 the PCC agreed to sell this building, as the vast majority of our activities take place in the church, and in excess of £200,000 is required to make the Centre safe and usable. As part of the sale preparation process it has become apparent that the Centre is in fact owned by the Old Infant School Trust, which last met in 1934, so we do not own the building. We are addressing this with the Charity Commission, and the accounts have a note accordingly. The outcome of this cannot be predicted. Looking forward we want to focus on bringing life to the town of Ulverston and using all our gifts, including money, to this end. We plan to restore the other half of the children and families worker role, and to appoint an intern, both probably in Quarter 4 of the year. As we started 2023 the PCC set a deficit budget, assuming we will spend around £25,000 more than our planned income, even before these two additional items of expenditure, around £15,000. We therefore need to seek God for his provision, and to ask ourselves what He is asking us to do to as individuals to resource His work in Ulverston. I am confident He will provide as He has in 2022 and the years before that. 20 (Colin Dykes) ## **RECTOR’S REPORT** There can’t be too many Rectors whose annual report comprises the viewpoints of both the curate and the incumbent, and relies heavily on the former. Looking back on 2022 I have no option but to make good of these twin perspectives as I was curate for most of the year, was neither curate nor Rector between October and November, and Rector for a mere six weeks at the year’s end(!) Hopefully this is an accurate, if not strictly-speaking authoritative, appraisal of things from the Rector’s point of view. It might be hard to recall now, but it felt like a hesitant start to 2022. Covid was still occupying our thoughts, services seemed to be at half mast, and Café Church was not operational at all. No-one at that time was attending Wednesday morning midweek prayer except me or Alan. Things were ‘alright’ in many respects, and we kept our heads above water, but spiritually much of what we were doing felt pretty tired and depressed. In my mind and memory, Easter was a turning point. Christians from different churches across town worshipped together on Birkrigg at dawn, the floral cross was erected outside UPC, big, bright and hopeful, and we celebrated Jesus, his cross and resurrection, the heart and soul of everything we believe, are and do. 21 Easter was also the time of perhaps the biggest item for us as a church last year: Alan’s retirement. Alan Bing was Rector of Ulverston for 23 years and the church wouldn’t be what it is today without him. He was God-fearing, humble, prayerful, and an enabling leader. Alan identified gifts and possibilities in others, growing teams and leaders to serve in every area of church life and ministry. He led the church through a number of changes, the most recent being the impact of Covid, raising up several ordinands, Readers and mission-minded people along the way. No small act to follow. It was wonderful to be able to give Alan and Wendy the recognition and thanks they deserve at their leaving celebration on 24[th] April. I am mindful of all they did to prepare the ground for what God is doing now and will do in future. After Alan retired, our churchwardens John McKenzie and Jill Shephard held the reins until a new Rector was found. It is a demanding task to lead a church at the best of times, yet alone during an interregnum while planning/hoping/praying for the vacancy to be filled. I’d like to thank and applaud Jill and John for their dedication, competence, care and servant-heartedness throughout that period. They worked as a team and they worked extremely hard. The fact that things held together and ran smoothly overall in the interim is in large part due to their leadership, not only keeping the ‘show on the road’ but steering the recruitment process, overseeing staff and volunteers, and continuing to promote the mission of the church. As it says in Proverbs 31:10, ‘A good [warden] who can find? S/he is far more precious than jewels.’ Agreed! Thanks are also due to Janice Eadington for leading St John’s through the change, and to the PCC (church council) for their role in leading and supporting the church in Alan’s absence. I must also mention Matt Parker in the office. We are very femalestrong in our staff and volunteer teams and when Jen our former administrator moved on, we prayed specifically for a male colleague to replace her. Matt arrived on staff in January 2022 and was thrown in at the deep end. Fortunately he can swim! He has proved to be a quick learner, creative, teachable and reliable, with all sorts of other skills and competencies to boot. Once again, I am grateful to the individuals and teams of people that support our churches’ life and mission, and to God for the different gifts he has given us. It’s a great team to be part of. Life and movement seemed to return to the church over the course of the year. Children’s and youth work picked up, men’s breakfasts resumed, we had church outside, baptising people in the lake; Café Church grew legs, we ran Alpha twice and Alpha graduates formed a new connect group of their own. In the summer we took a group of 18 to the New Wine conference at the East of England showground in Peterborough. That was a highlight for many, not just the teaching and spiritual content, which was excellent – it is a powerful experience worshipping God with 5,000 others under one roof – but the daily rhythm of eating together, playing and worshipping together, praying for one another, meeting new people, and letting God minister to us without distractions or time constraints. Oh, and camping! I’m looking forward to going again this year (Kent, here we come!). We would love others to come too. Interviews for the Rector post were held in July, competition serious but finally fruitful, and yours truly was installed in a jubilant licensing service at UPC on 17[th] November. The rest is recent history. 22 By the end of the year, Toddlers was bursting at the seams, the church drainpipes weren’t, we were running Warm Space at UPC, and Christmas felt like Christmas again, with our carol services and other events at UPC and St John’s well attended, including a record-breaking 500 people attending the Christingle services on Christmas Eve. All in all a year to remember! Thanks to each and every one of you for the part you play in making all this possible. To God be the glory. Blessed to be the Lord’s servant, and yours, Revd Madi Simpson Rector of Ulverston 23 PCC St Mary wlth Hoty Trinity Ulverston Financial Statements for the yeaT ended 31 December 2022 Contents Independent Examiner's Report Statement of Financial Activities Balance Sheet 4-15 Notes to the Accounts 16 Quinquennial Inspeciion Independent Examiner's Report to the Trustees of the PCC St Mary with Holy Trinity Ulverston for the year ended 31st Detember 2022 I report on the accounts for the year ended 3tst December 2022 which are set out on pages 2 ¢0 Itj. Re$pertfve Respon5iblllts of T￿￿tte$ and Examh)er The charity'StrusteES are responsible for thè preparation ol the accounts. The charit(s trustee5 coiisidef th31 an audit is not required lor this year under stmion 144 of the Chariiies Act 2011 (the Cha¥ities Acil and that an independent examination is needed. It is my responsibi1Sty to.. -examine the accounts under 5eaion 145 of the Charities Act. - to follow the procedu￿$ laid down in the general Dire(tion5 given by the Chaiity Commission linder section 14515llbl of the Charitie5 Acl. and - to State whether particular matters have c(xne to my attent￿n. Basls of Indeperrflent Examlnerfs Report My examination was carl￿￿ out in accordzntt with general Directions given by the Charitv Commi55ioiI. An examination Includes a review of the accounting ￿(Or￿S kept by the charily and a comparison ol Ilie aicounts pfesented with those r￿ordS. It also inclutles consideration ol any tjnusual items OT di￿105Ures in The Accou()Is, and seeking explanations from the trust￿$ concerning any such matters The procedures undertaken (lo not provide all the ewidence that would be required in an audit. and consequi¥ntly no O￿nIOn is 8iven as to whether the accounts present a'true and falrf view and the reptyt is limitetl io thoso matters set out in the 5ratement bi.low IndepÈnd*nt Ex•mkn•rfs Ststemenl In connKtion with my examinatlon, ro matter has ¢ome to my aitention which 8ives me cause ro Iielieve that in any material respect.. l. accountin8 records were not kept in accordance with sectioii 130 01 the Charities A(t' or 2. the accounts do not accord with the aCcO￿tin$ records I have corre across no other matters in ¢Mnection with the examinatK)n to which attention shoulil be Ilrawn in order to enable a proper understanding of the accounts io he reached. lan Thompson IIG4EWI Saint & Co Chartered Accountants Thè Old Police Station Church Street, Ambleside Cumbria LA22 OBT . Date PCC St Mary wlth Holy Trinity Ulverston Statement of Financial Artivities for the year ended 31 December 2022 Endowment Unrestrxted Restrirted Fund5 Funds Fund5 2022 2022 2022 Total Funds 2022 Total Funds 2021 Incornè Voluntary incorre Church artivities Activities for generating lunds Irwe5tment income Other income 172,465 7.635 18,148 9.865 50,042 2,2SI 2,710 198 222.507 9.886 20,858 In,063 200,591 6,570 6,818 8.7t>9 9b Total intome 208.113 55,201 26 1,314 222,748 Empendlturè Missionary and charitable 8iving Church activities Cost of generating funds Costs ol investment income i0• 16,540 191,856 11,530 4,729 118,612 328 2 L,269 31(1,46R 11,858 20.112 239.282 11,671 Total expenditure 219,926 123,669 34 1,59 271.0&5 Net Income I lexpendlturel before In¥estrnÈnt ialns &105ses IIU131 168A681 180.1811 148,3171 Gains / (Losses) on Investment assets 129,6971 12Q.6971 29,41)7 Net Income I Itxpendbturel 141,5101 1688681 1109,9781 118.8501 Transfer5 between funds 128.4541 28.454 Nei mo¥emÈnt In fvnds 169.9641 140J1141 1109,9781 1180501 Total fvnds brouaht fonAfard 617.577 219.266 831>.84 1 855,693 Tol•l fvnds carrbed forward 547.613 179,252 726￿65 836.843 The notes on pa8es 4 to 16 form an inte8ral part of these actounis. PCC St Mary wlth Holy Trinfty Ulver5ton Balance Sheet as at 31 December 2022 Errflowment Unre5trKted Re5trirted Fund5 Funds Funds 2021 2022 Total Funds 2022 Total Funds 2021 Notes Flxed assets Tan8ible assets Investments Total fixed assets 259,875 256,096 515.971 259.875 256.096 515,971 271,24 1 285.793 557,034 Current assets Debtors Cash ar bank and in hand Total turrent assets 15.482 20,342 35.824 20,437 160.964 181.401 35,919 181,306 217.225 ,6S4 276,901 285.555 c￿dItOrS Amounts due within one year 14,182 12.1491 16.3311 15,7461 Net current asstis 31.642 179.252 210.894 279,809 Tot•1 net atsets 547,613 179,252 726,865 836,843 Represented byfunds of lh• ¢h•rfty. 2022 2021 Unrestrkted funds Designated funds Unrestricted general funds 534.496 13,117 582.926 34,651 Total unrestrbcted funds 547.613 617,577 Restrlctod funds 179,252 219,266 Endowrnent fvnd5 Total funds 726.865 X36,843 Approved by the ParochTral Church CourKil and signed on its behalf by.. Colkn Dykes .. Reverend MadelÈlne Simpso The notes on page$ 4 to 16 lorm an integral part of these accoun[5. PCC St Mary with Holy Trlnlty Ulverston Notes to the Accounts for the year ended 31 Deornber 2022 l Accountln8 polkles Basls of prtparatmin The PCC is a public benefit entity wr(hin the meaning of FRS 102. the Financial RepK)rting Standard aiiplicable In the UK and the Republic of Ireland. The financial statements have been prepared under the Chariiie5 Aci 20 11 arid in accoroance with the Church ACC￿nting Regulations 2LXJ6, tO8ether with FR5102120161 as the applicable accouiiting standards ai)d the 2016 version of the Statementof Recommended Practice. A(counting and Reporting by Charities (Charitie5 SORPIFFIS10211. The finarK¢al statemenis are prepa￿d in stell1￿ which is the fu￿tIOnal currency ol the eniitv. The finaNial statements have been prepared under the historiial cost conveniion excepi for the valijation ol Invesiiiient assets, which are shown at fail value. GoSng conctrn There are no material uncertaint*s at￿}ut ihe chafily's ability io continue. Incomlng Resources All income is included in the statement of financial artiwties ￿hl￿n entitlement has passed ro the chcirity. It IS Pfobable that the economic benelrts associaied wilh the transartion will Ilow ro the charily and the awouni r.ln be reliably mp#*iJrpd Th• fnllnwin• tnprifr nnlirips arp annliwl In nart*iilAr rAt•phr4p< nf inrnmp. Voluntsry Income Collections are reco8nised when received by or on behalf ol Ihe PCC. Planned giviry receivable under Gift Aid is reco8nise(l only when received. Tax recoverable on Gift Aid donations is recogni5ed when Ihv donation 15 rdogrti5ed. Grants and legacies to the PCC are accounted as soon a5 Ihe PCC is notified ol irs le8al eniiileinent. the amouiit due is auantiliable and its ultimate receipt bv the PCC is reasmablv certain. ActhTltles for ral$1￿ funds lettin8 ol parish ceThtre is recogni5ed when due. Funds raised bythe coffee mornin8 and similar e¥ents are aicounted lor gross. Income froffl In¥estmènts th'vidends are accounted for when due and p￿able and interest entitlements are accounted for 415 they accrue. Ttlx recoverable on suth is ret￿nised in the same accountinR vear. Expendlture and Ilablttles Recolnltlon of Ilabllldes Liabilities ale recoKni3ed 35x￿n as there 15 a legal or constrijctive obli8ation and settlerDent is probable anLI iJanrifiAhlp. ArtNltSes dkecdy relatlng to the work of the churfh The diocesan parish offering is èccounted lor when due- any parish oflering unpaid at 31 December 15 provided lor in the* financial Statements os an operaional (though not a le8all liability and 15 s￿wn as a credili)r sn the balancp sheet. Grants and donatlons Grants and donations are accounted for when paid over. Of when awarded. if that award Creates a bindine obligation on the PCC. PCC St Mary with Holy Trlnity Ulverston Notes to the P£counts for the year ended 31 December 2022 l Arcountlnz pglkle5 l¢ontinuedl Galns •nd lossd on Invesljnents Realised gain5 or losses are reco8nised when investments ale sold. Unrealised gains or loyses are accounied for on revaluation of in¥e5tments at 31 December. Consecrated property and movable churth fvrnlshlngs Consecrared and beneliced property of any kind is extluded from the financial statements sl0l2llcl ol Ihe Charities Att 2011. Movable church furnishin8s held by the rector and church wardenson special trust lorthe PCC and wliich require a faculty for disrA)sal are accounted for as an inalienable property unlessconsecraied. They are listed .n tlie church's inventory which can be insr*rted at reasonable iiintr. For inalienable property &ouired i)rior to 2000 there is insufficient cost informal￿n available and therelore suih as5eis are nor valued in the financial staiements. Items acquired since l January 2000 have been capitali5ed and depreciated in the financial staiemeni., over the currently antKipated useful e(onomK life. All the expenditure incurred in the year on consecrated of bÈnefi( ed buildings. individual items under £2,IX)O, Dr on thè repalr of movable church furrMshin8s acquired before l JanuaTy 2(th is written off. Investrnents held by the ¢harlty Investments are Valued at 31 Decunber. Flxed assets and d*wedatJon Equiprntnt used within Church premises is depreciaied on è siraight line ba5t5 over live years. Individual items of equipment with a purchase price of £2.(XJ) or less are written ()ff when the asset Is acouired. Deprt'iiation is %et at 2% on non-consecrated buildln8s. li b the policy of the PCC io keep these buildi￿8S in their current gtaip ol repair, Funds General funds represent the lunds of the PCC thèt are not subj'ect to any ie5trKtion re8ardin8 their usi. and are available for application on the general purposes of ihe PCC. Funds desi8nated lor a particular purpo%e by the PCC are also unrestricted. Restricted funds are those funds that must be spent on restritte¢J purposes and details of ihe funds are piovided ir thi)ir own note. Endowment funds. where caoital must be relained. artr exolained in their own nore. The financial statements include all transattK)ns. asset5 and liab11iries for which the PCC is responsible In law. They do not include the finantial statement5 of church grcwJps that owe their main alliliation to another bolly. iior those thai are infomial Batherings of church members. Key sources of tstlmate uncertaknty The only estimzte that is made that could have a material elleri on rhe carryin8 anx>unts of as5e15 anrl liabilities Is depreciation on flxed a5set5. The depreciation policy is set out above ènd the carryin8 amounts are set Oul In the tanRible fixed assets rK)te to the accounts. Z Related partytr•nsadk>ns Travel, sub5iStence and adminsrration expense5 aff￿untIng to a iotal of £2,216 wwe paid to th￿e tru',tees for Costs incurred Whi￿ carrwn8 Out their ministerlal duties12021." £665 ro ihree trusteesl PCC St Mary with Holy Trinity Ufverston Notes to the Accounts for the year ended 31 December 2022 3 stsff costs 2022 2021 Employed by the PCC: Salarie5 and wages Social security costs Pension c¢)sts Idefined contribution schemel 12.735 14,165 91 12,826 130 l4.:95 The average number of persons ern￿Oyed bythe PCC during the year was 212021.. 21. The lollowin8 anTh)urits were paid in respea ol Diocese employees.. Deanery Youth Min15ter IpaNI as part of Parish Otferin81 Oeanery Children & Families Minister Ipaid as parr of Parish Offering) 4 T4n8lble fi￿d •ssets Freehold P￿nI land and and Buildin85 Equipment Totzl C051 I Valuatlon At l Januaiy 2022 Additions th'5P05•15 At 310e¢ember 2022 470,377 15.487 485.8fi4 470,377 15,487 485.81>4 O*predatlon At I january 2022 Eliminated on di5P05a15 Charge lor the year At 31 December 2022 206.968 7,655 214,623 9,408 216.376 l.958 9,613 225,989 Net book value At 31 DÈtembèr 2022 254,(MII 5,874 259.87S At 31 DetLwxber 2021 263,409 7.832 271.211 Ir￿luded wff¢hin freehold land and buildin8S is the Parish Ceiiire cUrent￿ held at net book value 4if É223.240. The￿ was a review of the iitle of the building completeij In the year by Sintons LLP. This conclue,ed Iliat th Use of the property a5 paiish hall is authorised pursuant to i)ara8raph 7 of the 1899 Charity Coniinission Ordor. The property vests in the Official Custodian for Chavities and any applicarion for registrarion of I lie Properiv would therefore neèd to be in their name aThY rhe irusis upon which the property is held remaii. educational trusts governed by the Sites For School$￿tS. Therefore. thp PCC do appear to have any leEiil cai)acity to deal wsth the Property. however the t*o£e5an Registrar ha5 confirmed that'The PCC having maiiltaiDed the building for 100 years...should re8ard itsdf as landlord and lake whatever step5 are necessary to make the building safe.. The trustee5 who have the capacity to deal wilh rhe buildin8 have not wet since 1934- it mBny be taken that their appOIntn￿ntS have lapsed. The PCC have contacted the Charity Commission In relation to this and aim to resofve ownership with ihe intention of transferring ownership to the PCC. The P'arish Centre remains in the financial statements until oneoing discussioris wilh the Chariiy Commission are rt'solved PCC St Mary with Holy Trinity Ulverston Notes to the A¢counts for the year ended 31 December 2022 5 Flxed asset Investments Mzrket Value 2022 Market Value 2021 Unre5trkted Furtds Des nated to Youth Ecclesiastical Investment Fund for Charities IC05t 2011.. £2(Q.0211 V•luatlon At l January 2022 Additions Disposals Fairvalue movements- gainsl Ilosse51 285.793 256. 126 129,6971 29 467 At 31 Oecember 2022 256,096 285 793 6 Debiors 2022 2021 Gift Aid Tax Recoverable Grant5 recwvable Pfepayments PAYÉ & NI Other Debtors 9,423 19,226 981 7719 928 6,289 35,919 8654 7 Crtdiiors: am¢)urts fallw due t*lthln one year 2022 2021 Other Creditors Accrued Expenses 2, 149 4.182 1.564 4. 182 6,331 9746 PCC St Mary with Holy Trinity Ul¥erston Notes to the Accounts for the year ended 31 DecembLY 2022 Funds{curtrt yewl Bmught fon¥ard Gains & ljan 2022 In¢¢ykne E¥wndlture liossesl rried lorward 31 Dei 2022 Transfets ErKlowment Funds Mission & Outreach Unrestrlctsd FurKIs Oe518roted Freehold Land & Buildln8$ 263,409 De5igro¢ed Plant & Equipn*nt 7.832 De518nate(l Btsilding Project 14.269 Desl8Thated Youth ReseNe5.' Eccle5iasfica5 InvestnRnt Chlldren & Youth 19.4081 11.9581 254,Th)1 5,874 285,793 11.623 582,926 34,651 617.S77 9.836 2.251 12.087 196.026 208,113 15.185 129h971 256.096 18.525 534,496 4,1,51 114,2D91 116.5511 1203.3751 1219.9261 129,6971 Gentral 129.6971 128.4'>41 541,613 Restrlcted Funth Flnance Property Chllt*en & Youth Worshlp D￿(ipleS￿Ip 8 Nurture Mlsslon & Outreach 4,904 43.550 6.216 14.9)41 1117.9901 1,99) 36.676 28¥154 136,004 42,892 250 350 219.266 531 14251 13501 1123,6691 356 55,201 28,r154 179,252 836A43 263,314 1343.5951 129,6971 726,865 Fund5 fpRvlous ye4rJ Carrled lorward 31 Dec 2021 fLvward lJ•n 2021 Incorne Gains & ExpeThlhure ILMsesl Tran￿eTS endown*rt Funds Mission & Outreath Unrestrlrted Ful￿5 Desi8nated Freehold Land & Oulldings Desi8nated Plant & Equiprnent Deslgnated Building Project De5ignatetl Youth Reserves.. Eccleskstical Invest￿￿Trt Children & Yovth 27?￿17 19.408 11.9S81 263.409 7.832 14,269 9.190 15,9141 20.178 256.326 4.716 554.037 50,937 6fy1,974 .731 561 9.297 176.841 186.138 12.3851 29,467 16.3.161 285,793 11.623 582,926 34,651 617.577 113,7511 1183,3371 1197.0881 29,467 3,5 76 General 29,467 R95trlrted Fund5 Finance prO￿rty Children & Youih Worship DL%cipleship & Nurture Mlssion & Outteach 4.292 27.413 3.815 14.2921 I67￿50] 216.513 32,861 5.IIL4 181.99D 36,676 12801 14371 216 1,129 250,719 471 339 36.610 250 350 19,266 173.9771 855.693 222.748 1271,0651 29,467 836,843 PCC St Mary with Holy Trinity Ulverston Notes to the Accounts for the year ended 31 December 202Z Unrestr*ted Restricted Funds Funds 202Z 2022 Total Funds 2022 Noit5 Incorne 9• Volunt•ry Inwme Planned Givin8- Gift Aided Planned Giving- Non Gift Aided Ordinary Cash Collections Wedding & Funeral CharitatAe Collections Wedding & Funeral St John's Aestoration Appeal SpecSal Collect￿n$ St Mary's Restoration Appeal Donations St John's Restoration Appeal Donatior6 Children & Youth Appeals & Donaiions Sundry Oonations Grants legacies Glft Ald Tax Recovèred 121.420 12,565 5.212 126.6.R2 12,565 5,798 2.051 594 1,4S7 3.143 13.480 1.650 822 175 19.226 3.143 13.480 1,650 822 1,353 19,226 1,178 30.910 172,465 4,877 50,042 35.78 7 222.507 9b Church actSvl¢be5 PCC Fees DSstiple5hlp & Nurture Incl￿1￿$ Parish Fellowshlp Youth Church lunlor Churth Toddler Group Mlsslon & Ovtieach irKludin8 Coffee & Chat 3.570 108 3,570 639 1.720 468 1,781 531 1.720 468 1,783 1.706 7.63$ 2.251 9,886 9c Artb4ltSes for i•neraiin8fvnds Parish Centre lettin8S Fundraisin8 ktivitie5- Restoration Mission Fundraising ACtiviti￿- St John's Fundrai5in8 Activities- other Sale of equipment li,(Kli 2.241 461￿. 144 7.007 10,858 2,241 469 144 .148 2.710 9d Investment Income Dividends and Interest 9.865 198 10.063 9e Other Income Insurance claim Totsi IbKome 208.113 55201 263.314 PCC St Mary wlth Holy Trinity Ulverston Notes to the Accounts for the year ended 31 December 2022 Unrestrkned flesthcted Funds Funds 1021 2021 Totsl Fund5 2021 Noits Income IpRvknis yeor} 9a Voluntsry Incorne Planned Giving- Gift Aided Planned Gtving- Non Gift Aidetl Oidinary Cash Collections We(Idin8 & Funeral Charitable Collections Weddin8 & Funeral St John's Restoration Appeal Special Collections St Mary's Restoration Appeal Donatior St john's Restoration Appeal Donatiol Children & Youth Appeals & Donation5 Sundry Donatrons Grants Le8acles Glft Aid Tax Re¢overed 113.412 13.628 3.357 1.028 5.237 118,649 13,628 3.357 2,636 455 2,170 8.302 2.956 150 2, 108 10,23 3 5.ODQ 30.94 7 I￿.591 455 2.170 8.302 2.956 150 1.148 10.233 960 28.741 166.126 2,2( 34.465 9b Church artlvhles PCC Fee5 Dlscipleship & Nurture intlLKling Parish Fellowship Youth Church Junior Chufch Toddler Group Mi5s1on & Outreach includin8 Coffee & Chat 5.573 5,573 264 264 17 545 142 6.277 545 29 293 6,570 9¢ ArtP4ltks ft>r yneratln¢lunds Parlsh Centre lettings Fundraising ktivltles- Restoration Mission Fundraisin8 Actiwties- St John's Fundraising Activlties- other 4,896 4.89f) 1.820 1,820 102 102 6.818 1,8ZO 9d Investhient Income Dividends and Interest 8.737 8,769 9e Other Income Insurance claim Total Snconle 186.138 36.610 ZZ2.748 10 PCC St Mary wlth Holy Trinity Ulverston Notes to the Accounts for the year ended 31 December 2022 Unfestripe and Invest￿ale condition of underlyin8 Structure. InSpertt￿ statylity of ihe stor* cr05s. Lift and rfrbed ii¢JRe as nece55ary. Structural en8ineerfs investl8at1005 and feasibility study for ¢erni)orary shorin& buttressing bnd if ne£essary, rebuildingof the south elvNaibn ol the nave. NOTE No allowance made for the c05101 the work which wlll be sublect to the findlTh8s and adv￿01 the stru(tural enwneer. 800 i.soo 16 PCC St Mary wlth Hoty Trinity Ulverston Financial Statements for the yeaT ended 31 December 2022 Contents Independent Examiner's Report Statement of Financial Activities Balance Sheet 4-15 Notes to the Accounts 16 Quinquennial Inspeciion Independent Examiner's Report to the Trustees of the PCC St Mary with Holy Trinity Ulverston for the year ended 31st Detember 2022 I report on the accounts for the year ended 3tst December 2022 which are set out on pages 2 ¢0 Itj. Re$pertfve Respon5iblllts of T￿￿tte$ and Examh)er The charity'StrusteES are responsible for thè preparation ol the accounts. The charit(s trustee5 coiisidef th31 an audit is not required lor this year under stmion 144 of the Chariiies Act 2011 (the Cha¥ities Acil and that an independent examination is needed. It is my responsibi1Sty to.. -examine the accounts under 5eaion 145 of the Charities Act. - to follow the procedu￿$ laid down in the general Dire(tion5 given by the Chaiity Commission linder section 14515llbl of the Charitie5 Acl. and - to State whether particular matters have c(xne to my attent￿n. Basls of Indeperrflent Examlnerfs Report My examination was carl￿￿ out in accordzntt with general Directions given by the Charitv Commi55ioiI. An examination Includes a review of the accounting ￿(Or￿S kept by the charily and a comparison ol Ilie aicounts pfesented with those r￿ordS. It also inclutles consideration ol any tjnusual items OT di￿105Ures in The Accou()Is, and seeking explanations from the trust￿$ concerning any such matters The procedures undertaken (lo not provide all the ewidence that would be required in an audit. and consequi¥ntly no O￿nIOn is 8iven as to whether the accounts present a'true and falrf view and the reptyt is limitetl io thoso matters set out in the 5ratement bi.low IndepÈnd*nt Ex•mkn•rfs Ststemenl In connKtion with my examinatlon, ro matter has ¢ome to my aitention which 8ives me cause ro Iielieve that in any material respect.. l. accountin8 records were not kept in accordance with sectioii 130 01 the Charities A(t' or 2. the accounts do not accord with the aCcO￿tin$ records I have corre across no other matters in ¢Mnection with the examinatK)n to which attention shoulil be Ilrawn in order to enable a proper understanding of the accounts io he reached. lan Thompson IIG4EWI Saint & Co Chartered Accountants Thè Old Police Station Church Street, Ambleside Cumbria LA22 OBT . Date PCC St Mary wlth Holy Trinity Ulverston Statement of Financial Artivities for the year ended 31 December 2022 Endowment Unrestrxted Restrirted Fund5 Funds Fund5 2022 2022 2022 Total Funds 2022 Total Funds 2021 Incornè Voluntary incorre Church artivities Activities for generating lunds Irwe5tment income Other income 172,465 7.635 18,148 9.865 50,042 2,2SI 2,710 198 222.507 9.886 20,858 In,063 200,591 6,570 6,818 8.7t>9 9b Total intome 208.113 55,201 26 1,314 222,748 Empendlturè Missionary and charitable 8iving Church activities Cost of generating funds Costs ol investment income i0• 16,540 191,856 11,530 4,729 118,612 328 2 L,269 31(1,46R 11,858 20.112 239.282 11,671 Total expenditure 219,926 123,669 34 1,59 271.0&5 Net Income I lexpendlturel before In¥estrnÈnt ialns &105ses IIU131 168A681 180.1811 148,3171 Gains / (Losses) on Investment assets 129,6971 12Q.6971 29,41)7 Net Income I Itxpendbturel 141,5101 1688681 1109,9781 118.8501 Transfer5 between funds 128.4541 28.454 Nei mo¥emÈnt In fvnds 169.9641 140J1141 1109,9781 1180501 Total fvnds brouaht fonAfard 617.577 219.266 831>.84 1 855,693 Tol•l fvnds carrbed forward 547.613 179,252 726￿65 836.843 The notes on pa8es 4 to 16 form an inte8ral part of these actounis. PCC St Mary wlth Holy Trinfty Ulver5ton Balance Sheet as at 31 December 2022 Errflowment Unre5trKted Re5trirted Fund5 Funds Funds 2021 2022 Total Funds 2022 Total Funds 2021 Notes Flxed assets Tan8ible assets Investments Total fixed assets 259,875 256,096 515.971 259.875 256.096 515,971 271,24 1 285.793 557,034 Current assets Debtors Cash ar bank and in hand Total turrent assets 15.482 20,342 35.824 20,437 160.964 181.401 35,919 181,306 217.225 ,6S4 276,901 285.555 c￿dItOrS Amounts due within one year 14,182 12.1491 16.3311 15,7461 Net current asstis 31.642 179.252 210.894 279,809 Tot•1 net atsets 547,613 179,252 726,865 836,843 Represented byfunds of lh• ¢h•rfty. 2022 2021 Unrestrkted funds Designated funds Unrestricted general funds 534.496 13,117 582.926 34,651 Total unrestrbcted funds 547.613 617,577 Restrlctod funds 179,252 219,266 Endowrnent fvnd5 Total funds 726.865 X36,843 Approved by the ParochTral Church CourKil and signed on its behalf by.. Colkn Dykes .. Reverend MadelÈlne Simpso The notes on page$ 4 to 16 lorm an integral part of these accoun[5. PCC St Mary with Holy Trlnlty Ulverston Notes to the Accounts for the year ended 31 Deornber 2022 l Accountln8 polkles Basls of prtparatmin The PCC is a public benefit entity wr(hin the meaning of FRS 102. the Financial RepK)rting Standard aiiplicable In the UK and the Republic of Ireland. The financial statements have been prepared under the Chariiie5 Aci 20 11 arid in accoroance with the Church ACC￿nting Regulations 2LXJ6, tO8ether with FR5102120161 as the applicable accouiiting standards ai)d the 2016 version of the Statementof Recommended Practice. A(counting and Reporting by Charities (Charitie5 SORPIFFIS10211. The finarK¢al statemenis are prepa￿d in stell1￿ which is the fu￿tIOnal currency ol the eniitv. The finaNial statements have been prepared under the historiial cost conveniion excepi for the valijation ol Invesiiiient assets, which are shown at fail value. GoSng conctrn There are no material uncertaint*s at￿}ut ihe chafily's ability io continue. Incomlng Resources All income is included in the statement of financial artiwties ￿hl￿n entitlement has passed ro the chcirity. It IS Pfobable that the economic benelrts associaied wilh the transartion will Ilow ro the charily and the awouni r.ln be reliably mp#*iJrpd Th• fnllnwin• tnprifr nnlirips arp annliwl In nart*iilAr rAt•phr4p< nf inrnmp. Voluntsry Income Collections are reco8nised when received by or on behalf ol Ihe PCC. Planned giviry receivable under Gift Aid is reco8nise(l only when received. Tax recoverable on Gift Aid donations is recogni5ed when Ihv donation 15 rdogrti5ed. Grants and legacies to the PCC are accounted as soon a5 Ihe PCC is notified ol irs le8al eniiileinent. the amouiit due is auantiliable and its ultimate receipt bv the PCC is reasmablv certain. ActhTltles for ral$1￿ funds lettin8 ol parish ceThtre is recogni5ed when due. Funds raised bythe coffee mornin8 and similar e¥ents are aicounted lor gross. Income froffl In¥estmènts th'vidends are accounted for when due and p￿able and interest entitlements are accounted for 415 they accrue. Ttlx recoverable on suth is ret￿nised in the same accountinR vear. Expendlture and Ilablttles Recolnltlon of Ilabllldes Liabilities ale recoKni3ed 35x￿n as there 15 a legal or constrijctive obli8ation and settlerDent is probable anLI iJanrifiAhlp. ArtNltSes dkecdy relatlng to the work of the churfh The diocesan parish offering is èccounted lor when due- any parish oflering unpaid at 31 December 15 provided lor in the* financial Statements os an operaional (though not a le8all liability and 15 s￿wn as a credili)r sn the balancp sheet. Grants and donatlons Grants and donations are accounted for when paid over. Of when awarded. if that award Creates a bindine obligation on the PCC. PCC St Mary with Holy Trlnity Ulverston Notes to the P£counts for the year ended 31 December 2022 l Arcountlnz pglkle5 l¢ontinuedl Galns •nd lossd on Invesljnents Realised gain5 or losses are reco8nised when investments ale sold. Unrealised gains or loyses are accounied for on revaluation of in¥e5tments at 31 December. Consecrated property and movable churth fvrnlshlngs Consecrared and beneliced property of any kind is extluded from the financial statements sl0l2llcl ol Ihe Charities Att 2011. Movable church furnishin8s held by the rector and church wardenson special trust lorthe PCC and wliich require a faculty for disrA)sal are accounted for as an inalienable property unlessconsecraied. They are listed .n tlie church's inventory which can be insr*rted at reasonable iiintr. For inalienable property &ouired i)rior to 2000 there is insufficient cost informal￿n available and therelore suih as5eis are nor valued in the financial staiements. Items acquired since l January 2000 have been capitali5ed and depreciated in the financial staiemeni., over the currently antKipated useful e(onomK life. All the expenditure incurred in the year on consecrated of bÈnefi( ed buildings. individual items under £2,IX)O, Dr on thè repalr of movable church furrMshin8s acquired before l JanuaTy 2(th is written off. Investrnents held by the ¢harlty Investments are Valued at 31 Decunber. Flxed assets and d*wedatJon Equiprntnt used within Church premises is depreciaied on è siraight line ba5t5 over live years. Individual items of equipment with a purchase price of £2.(XJ) or less are written ()ff when the asset Is acouired. Deprt'iiation is %et at 2% on non-consecrated buildln8s. li b the policy of the PCC io keep these buildi￿8S in their current gtaip ol repair, Funds General funds represent the lunds of the PCC thèt are not subj'ect to any ie5trKtion re8ardin8 their usi. and are available for application on the general purposes of ihe PCC. Funds desi8nated lor a particular purpo%e by the PCC are also unrestricted. Restricted funds are those funds that must be spent on restritte¢J purposes and details of ihe funds are piovided ir thi)ir own note. Endowment funds. where caoital must be relained. artr exolained in their own nore. The financial statements include all transattK)ns. asset5 and liab11iries for which the PCC is responsible In law. They do not include the finantial statement5 of church grcwJps that owe their main alliliation to another bolly. iior those thai are infomial Batherings of church members. Key sources of tstlmate uncertaknty The only estimzte that is made that could have a material elleri on rhe carryin8 anx>unts of as5e15 anrl liabilities Is depreciation on flxed a5set5. The depreciation policy is set out above ènd the carryin8 amounts are set Oul In the tanRible fixed assets rK)te to the accounts. Z Related partytr•nsadk>ns Travel, sub5iStence and adminsrration expense5 aff￿untIng to a iotal of £2,216 wwe paid to th￿e tru',tees for Costs incurred Whi￿ carrwn8 Out their ministerlal duties12021." £665 ro ihree trusteesl PCC St Mary with Holy Trinity Ufverston Notes to the Accounts for the year ended 31 December 2022 3 stsff costs 2022 2021 Employed by the PCC: Salarie5 and wages Social security costs Pension c¢)sts Idefined contribution schemel 12.735 14,165 91 12,826 130 l4.:95 The average number of persons ern￿Oyed bythe PCC during the year was 212021.. 21. The lollowin8 anTh)urits were paid in respea ol Diocese employees.. Deanery Youth Min15ter IpaNI as part of Parish Otferin81 Oeanery Children & Families Minister Ipaid as parr of Parish Offering) 4 T4n8lble fi￿d •ssets Freehold P￿nI land and and Buildin85 Equipment Totzl C051 I Valuatlon At l Januaiy 2022 Additions th'5P05•15 At 310e¢ember 2022 470,377 15.487 485.8fi4 470,377 15,487 485.81>4 O*predatlon At I january 2022 Eliminated on di5P05a15 Charge lor the year At 31 December 2022 206.968 7,655 214,623 9,408 216.376 l.958 9,613 225,989 Net book value At 31 DÈtembèr 2022 254,(MII 5,874 259.87S At 31 DetLwxber 2021 263,409 7.832 271.211 Ir￿luded wff¢hin freehold land and buildin8S is the Parish Ceiiire cUrent￿ held at net book value 4if É223.240. The￿ was a review of the iitle of the building completeij In the year by Sintons LLP. This conclue,ed Iliat th Use of the property a5 paiish hall is authorised pursuant to i)ara8raph 7 of the 1899 Charity Coniinission Ordor. The property vests in the Official Custodian for Chavities and any applicarion for registrarion of I lie Properiv would therefore neèd to be in their name aThY rhe irusis upon which the property is held remaii. educational trusts governed by the Sites For School$￿tS. Therefore. thp PCC do appear to have any leEiil cai)acity to deal wsth the Property. however the t*o£e5an Registrar ha5 confirmed that'The PCC having maiiltaiDed the building for 100 years...should re8ard itsdf as landlord and lake whatever step5 are necessary to make the building safe.. The trustee5 who have the capacity to deal wilh rhe buildin8 have not wet since 1934- it mBny be taken that their appOIntn￿ntS have lapsed. The PCC have contacted the Charity Commission In relation to this and aim to resofve ownership with ihe intention of transferring ownership to the PCC. The P'arish Centre remains in the financial statements until oneoing discussioris wilh the Chariiy Commission are rt'solved PCC St Mary with Holy Trinity Ulverston Notes to the A¢counts for the year ended 31 December 2022 5 Flxed asset Investments Mzrket Value 2022 Market Value 2021 Unre5trkted Furtds Des nated to Youth Ecclesiastical Investment Fund for Charities IC05t 2011.. £2(Q.0211 V•luatlon At l January 2022 Additions Disposals Fairvalue movements- gainsl Ilosse51 285.793 256. 126 129,6971 29 467 At 31 Oecember 2022 256,096 285 793 6 Debiors 2022 2021 Gift Aid Tax Recoverable Grant5 recwvable Pfepayments PAYÉ & NI Other Debtors 9,423 19,226 981 7719 928 6,289 35,919 8654 7 Crtdiiors: am¢)urts fallw due t*lthln one year 2022 2021 Other Creditors Accrued Expenses 2, 149 4.182 1.564 4. 182 6,331 9746 PCC St Mary with Holy Trinity Ul¥erston Notes to the Accounts for the year ended 31 DecembLY 2022 Funds{curtrt yewl Bmught fon¥ard Gains & ljan 2022 In¢¢ykne E¥wndlture liossesl rried lorward 31 Dei 2022 Transfets ErKlowment Funds Mission & Outreach Unrestrlctsd FurKIs Oe518roted Freehold Land & Buildln8$ 263,409 De5igro¢ed Plant & Equipn*nt 7.832 De518nate(l Btsilding Project 14.269 Desl8Thated Youth ReseNe5.' Eccle5iasfica5 InvestnRnt Chlldren & Youth 19.4081 11.9581 254,Th)1 5,874 285,793 11.623 582,926 34,651 617.S77 9.836 2.251 12.087 196.026 208,113 15.185 129h971 256.096 18.525 534,496 4,1,51 114,2D91 116.5511 1203.3751 1219.9261 129,6971 Gentral 129.6971 128.4'>41 541,613 Restrlcted Funth Flnance Property Chllt*en & Youth Worshlp D￿(ipleS￿Ip 8 Nurture Mlsslon & Outreach 4,904 43.550 6.216 14.9)41 1117.9901 1,99) 36.676 28¥154 136,004 42,892 250 350 219.266 531 14251 13501 1123,6691 356 55,201 28,r154 179,252 836A43 263,314 1343.5951 129,6971 726,865 Fund5 fpRvlous ye4rJ Carrled lorward 31 Dec 2021 fLvward lJ•n 2021 Incorne Gains & ExpeThlhure ILMsesl Tran￿eTS endown*rt Funds Mission & Outreath Unrestrlrted Ful￿5 Desi8nated Freehold Land & Oulldings Desi8nated Plant & Equiprnent Deslgnated Building Project De5ignatetl Youth Reserves.. Eccleskstical Invest￿￿Trt Children & Yovth 27?￿17 19.408 11.9S81 263.409 7.832 14,269 9.190 15,9141 20.178 256.326 4.716 554.037 50,937 6fy1,974 .731 561 9.297 176.841 186.138 12.3851 29,467 16.3.161 285,793 11.623 582,926 34,651 617.577 113,7511 1183,3371 1197.0881 29,467 3,5 76 General 29,467 R95trlrted Fund5 Finance prO￿rty Children & Youih Worship DL%cipleship & Nurture Mlssion & Outteach 4.292 27.413 3.815 14.2921 I67￿50] 216.513 32,861 5.IIL4 181.99D 36,676 12801 14371 216 1,129 250,719 471 339 36.610 250 350 19,266 173.9771 855.693 222.748 1271,0651 29,467 836,843 PCC St Mary with Holy Trinity Ulverston Notes to the Accounts for the year ended 31 December 202Z Unrestr*ted Restricted Funds Funds 202Z 2022 Total Funds 2022 Noit5 Incorne 9• Volunt•ry Inwme Planned Givin8- Gift Aided Planned Giving- Non Gift Aided Ordinary Cash Collections Wedding & Funeral CharitatAe Collections Wedding & Funeral St John's Aestoration Appeal SpecSal Collect￿n$ St Mary's Restoration Appeal Donations St John's Restoration Appeal Donatior6 Children & Youth Appeals & Donaiions Sundry Oonations Grants legacies Glft Ald Tax Recovèred 121.420 12,565 5.212 126.6.R2 12,565 5,798 2.051 594 1,4S7 3.143 13.480 1.650 822 175 19.226 3.143 13.480 1,650 822 1,353 19,226 1,178 30.910 172,465 4,877 50,042 35.78 7 222.507 9b Church actSvl¢be5 PCC Fees DSstiple5hlp & Nurture Incl￿1￿$ Parish Fellowshlp Youth Church lunlor Churth Toddler Group Mlsslon & Ovtieach irKludin8 Coffee & Chat 3.570 108 3,570 639 1.720 468 1,781 531 1.720 468 1,783 1.706 7.63$ 2.251 9,886 9c Artb4ltSes for i•neraiin8fvnds Parish Centre lettin8S Fundraisin8 ktivitie5- Restoration Mission Fundraising ACtiviti￿- St John's Fundrai5in8 Activities- other Sale of equipment li,(Kli 2.241 461￿. 144 7.007 10,858 2,241 469 144 .148 2.710 9d Investment Income Dividends and Interest 9.865 198 10.063 9e Other Income Insurance claim Totsi IbKome 208.113 55201 263.314 PCC St Mary wlth Holy Trinity Ulverston Notes to the Accounts for the year ended 31 December 2022 Unrestrkned flesthcted Funds Funds 1021 2021 Totsl Fund5 2021 Noits Income IpRvknis yeor} 9a Voluntsry Incorne Planned Giving- Gift Aided Planned Gtving- Non Gift Aidetl Oidinary Cash Collections We(Idin8 & Funeral Charitable Collections Weddin8 & Funeral St John's Restoration Appeal Special Collections St Mary's Restoration Appeal Donatior St john's Restoration Appeal Donatiol Children & Youth Appeals & Donation5 Sundry Donatrons Grants Le8acles Glft Aid Tax Re¢overed 113.412 13.628 3.357 1.028 5.237 118,649 13,628 3.357 2,636 455 2,170 8.302 2.956 150 2, 108 10,23 3 5.ODQ 30.94 7 I￿.591 455 2.170 8.302 2.956 150 1.148 10.233 960 28.741 166.126 2,2( 34.465 9b Church artlvhles PCC Fee5 Dlscipleship & Nurture intlLKling Parish Fellowship Youth Church Junior Chufch Toddler Group Mi5s1on & Outreach includin8 Coffee & Chat 5.573 5,573 264 264 17 545 142 6.277 545 29 293 6,570 9¢ ArtP4ltks ft>r yneratln¢lunds Parlsh Centre lettings Fundraising ktivltles- Restoration Mission Fundraisin8 Actiwties- St John's Fundraising Activlties- other 4,896 4.89f) 1.820 1,820 102 102 6.818 1,8ZO 9d Investhient Income Dividends and Interest 8.737 8,769 9e Other Income Insurance claim Total Snconle 186.138 36.610 ZZ2.748 10 PCC St Mary wlth Holy Trinity Ulverston Notes to the Accounts for the year ended 31 December 2022 Unfestripe and Invest￿ale condition of underlyin8 Structure. InSpertt￿ statylity of ihe stor* cr05s. Lift and rfrbed ii¢JRe as nece55ary. Structural en8ineerfs investl8at1005 and feasibility study for ¢erni)orary shorin& buttressing bnd if ne£essary, rebuildingof the south elvNaibn ol the nave. NOTE No allowance made for the c05101 the work which wlll be sublect to the findlTh8s and adv￿01 the stru(tural enwneer. 800 i.soo 16