The Church of England PARISH OF SWANAGE Annual Report 2023-2024 and Statement of Accounts for 2023 ARF, .J&' For the Parish of Swanage Annual Parochial Church Meeting to be held in All Saints Church, Ulwell, Swanage on Monday 22. April 2024 at 7.30pm
The Swanage & Studland Team Ministry.. Parish of Swanage ANNUAL MEETING Monday 22" April 2024 at 7.30pm All Saints Church Annual Meeting of Parishioners AGENDA l) To recelve Nornlnatlons from the Parish Churches St. Marfs, St. Marks and All Salnts for Two Churchwardens frorn eath, to serve until the Annual Meetlng 2025. Churchwordens should have been nominated by the individuol Churche5 at their respective annuol meetings and the PCC Secretary informed. Technically, other nominotions may be received in writing at or before this Annuol Meeting. Annual Parochial Church Meeting AGENDA 11 Prayers: Revd Dr lan Bird 21 Apologles: to be recorded on a circulated list 31 The Minutes of the Annual Parochial Church Meetlng of 24 Aprll 2023 were approved at the PCC on *h 13 June 2023; Matters Arlslng. Copies of the minutes ore included in this booklet. 41 Reception and Dlscussion of Reports: al Changes in the Electoral Roll since the last Annual Meeting bl Proceedings of the Parochial Church Council ¢1 Financial Statements of the Pccfor the Year ended 31 December 2023 (Pages: white sertion.... Treasurer) dl Reports from the Churchwardens on the fabric, goods. and ornaments of the churches of the Parish. If there are significant developments to be notified to the Meeting, these should be reported verbolly,. otherwise no verbal report is necessary but the Inventoryfor each Church should be ovailoble to inspect und signed by the Rector. (Inventories should be submitted at thi5 point.) el Proceedings of Purbeck Deanery Synod. A written report 15 included in this booklet.
51 Elertions and Appointments: a) Church lay Members to serve for three years on the Parochial Church Council. bl The Appointment of Deanery Synod reps- not required this year cl The Appointment of the Independent Examlner to the PCC for the coming year. dl The Appointment of Treasurer to the PCC for the coming year. e} The Appointment of an Electoral Roll Officer for the coming year. 6) Receptlon of other reports. 71 Safeguardlng Report Review of Safeguarding Policy (there is a copy of the Sofrguording Policy ovoiloble in eoch church and on the Team Web51te) 81 Words from the Cler8V 91 Other buslness: Date of the APCM In 2025- T8C 101 Closlng Prayers
REPORT FOR 2023 FROM IAN BIRD (TEAM RECTOR) & JO LEVASIER {TEAM VICAR) We are really pleased to write the annual report together this year, particularly after a long period of vacancy within the Swanage Anglican Team. For both Jo and lan, the most significant moment in the year was Jo's arrival and installation I licencing as Team Vicar at All Saints in July. I (Jol would like to thank All Soints and the widerteam for their worm welcome and l already feel very at home here. Thank youl I (lan) am also grateful that our team is now at full complement, and we can start to look forward with energy and confidence. We are encouraged by the Salisbury Diocesan Vision of"Makin8 Jesus known" and feel that this is a helpful and clear focus for all our churches in the years to come. There are so many highlights of 2023 that we can't go over them all in detail here (do look in this annual report for more details) but one ortwo that we both felt we wanted to mention particularly. It has been really encouraging to see how many members of all three churches are involved in the life of our local community: whether it is volunteering with Coastwatch. the Swanage Foodbank. Besom, Communi¢are Swanage. local choirs or one of the many other organisations supported by our church members. Being church is so much more than coming along to Sunday services and it is gratifying to see how many people are involved in everyday community life and service here. We hope to continue to grow and deepen our community support, sharing the love of Christ in practical ways, Sn the yearto come. It has been very exciting to see how connections have grown with our local schools in 2023, largely due to Jo's new role as Deanery School's Missioner. By the end of the year, we were starting to do assemblies in 5 primary schools (see schools section). We were delighted to welcome the whole of Swanage Primary School to St Mary's Church, arsd Year 3 from St Mary's RC Primary School to All Saints, for Christingle services in December. Again, we are looking forward to strengthening and growing this ministry in the coming year, One new venture planned for July 2024 is a local Leavers. Service at St Mary's Church for year 6 from at least 8 local schools across Purbeck. Other partScular highlights for us both include the team Harvest lunch at All Saints in October when nearlv 100 members of all team churches enjoyed a baked potato lunch, fellowship and a brilliant game of Pictionary (just as fun to watch if you were or8anisin8, a5 to participatell. We are rejoicin8 in the new sense of community and unity across the team which was joyfully evident on this occasion. The Sea baptism5 and reaff irmation ofvows that we held in September were certainly a highlight for me ljol -it certainly rang the changes from my previous ministry and was a strong declaration that God is at work amongst us. We are grateful for some movement in unlocking access to historic restricted funds and we look forward to exploring with the PCC in 2024 the utilisation of some of these in support of our ministry, particularly amongst children and families. A huge thank you also to everyone who has supported our team financially. We are conscious that many give sacrificially, and we continue to depend on one anotherfs generosity and those who sUPPOrt us with le8acies. There are so many people to thank that we cannot begin to mention everyone.. but you know who you are whether you regularly get up early to open up one of our churches, cut the grass, make coffee, welcome people to a service, sing, play, phone up another church member to see if they are okay- all these things are hugely appreciated and we rejoice in being the body of Christ with you. A special thanks also to the wonderfully supportive team of retired clergy who make so many services possible- not only in our Anglican churches in Swanage and Studland, but also in other denominations and in our neighbouring benefice. It is a privilege to be part of such an enthusiastic and gifted team. Muy the God who gives endurance ond encourogement, give us the some attitude of mind toword each other thot Christjesus had so that with one mind and one voice we may glorify the God ond Father of our LordJe5us Christ. Romons 15.'5-6 With every ble55ing lan and Jo.
PURBECK DEANERY SYNOD REPORT I wrote last year on the March meetings so now note the meetings in the last 12 months. There have been only two deanery Synod meeting in the last year a5 the Summer one was cancelled due to a Change in Rural Dean on the departure of Rev lan Jackson and pending appointment of the repla¢ement. Therefore the planned Synod Eucharist was abandoned. The new Rural Dean is Rev Canon Richard Bartlett who is incumbent ofthe West Purbeck Benefice based in Wool but covering -_ Wool and East Stoke, Bere Regis, Affpuddle with Turnerspuddle, The Lulworths, Winfrith Newburgh and Chalden. Surely one of the most spread and rural patches in the Diocese I The first meetin took lace at All Saints church Swana e on 18 Ortober 2023 when our own Simon Lole ave resentation of his life in music and the various roles he has had and the various forms of Music and the place of music of all types in church worship. His background of growing roles from chorister and then leading choral music in different ¢hurches and cathedrals as well as freelance work and culminating as our own Director of Music here in St Mary's Swanage. This freelance work inclvding with Aled Jones followed his spell a5 Director of Mu51C at Salisbury Cathedral. He is well known as a broadcaster and frequently appeared on BBC 3 The early music show, The Choir and 'Songs of Praise, He has been Music Director and Organist of radio 4 The daily Service, for 20 years. This lifetime experience of multiple churches with various contacts together with the broadcasting work 8ave him a good view of the changes over the last 50 years to ch¢Jrch music. His passion is to retain the chora I traditions of the Church alorsgside the more modern worship. He is very ¢on¢erned that the historical base be maintained before it is lost and recommended that others encouraged choral trad itlon such as we do here in Swanage with our, come and sing5, could improve the enormous shortfall of traditional evenson8 music that currently exists. Then followed a short S nod Meetin which covered introductions and welcome to all the new Synod members appointed at the previous parish AGMS. There were two lay Deanery officers required to fill vacancies after the Secretary Allan Smith agreed to continue. One wa5 for Deanery Treasurer and the other was for Lay Chair. Mike Hampton from Swanage agreed to cover the Treasurer role as there were no volunteer5 but in the absente of a volunteer the lay Chair position was left vacant pending finding a suitable person. It was also noted that our own lan Bird was a member for clergy at Deanery synod and also Diocesan Synod The meetin8 f inished after noting that the next meetin th would be at Wareham on 13 March. The next meetin was held at Wareharn Parish Hall on 13 March 2024 when Rev Cannon Jonathan Triffitt spoke on the Diocesan mission of 'Makin Jesus known, After introducing himself, he outlined the 5 elements of the Mission strategy of making Jesus known in every place so that all might flourish and grow, 5eekin8 His Kingdom her and now. The five element5 highlighted were.. Courageous Christian leadership.-.Working for Justice. .Championing Climate justice...Creatin8 partnerships...Finance and fijture stability. He made the several points in addition to reviewing some of the things that might be done including suggestion by the synod members in groups. He stressed the need to allow the excluded to be heard and to recognise young people in leadership especially on Climate Change issues. He also stressed that the whole Diocese needed to have sustainable Finance and that traditional practices were reaffirmed. The need to acknowledge that stipendiary ministry was limited and reminded us that we are all called to be witnesses and that lay participation was essential. Partnerships, both within the churches and also with
otherorganisations needed to find new ways of working within our communities and build on existing ones. It was noted that the message was clear and simple. that it was to be Parish driven with support from Diocese. There is a more comprehensive leaflet available. The Rural Dean then thanked Jonathan for his presentation. The meeting then turned to the S nod enda which apart from the apologies and pervious minutes went on to elect the Officers for the next three years as required, Namely La Chair.. Carol Richards from Swanage (St. Marks) Secreta . Allan Smith aa long term experienced officer to keep us on the strait and narrowl Treasurer.. Mike Hampton from Swanage {St. Marfs) The standin ¢ommittee would consist of these the as lay members and the Rural Dean (West Purbeckl, lan Bird (Swanage) and A.N Other as Clergy members. lan Bird then gave a brief summary from the Diocesan S nod which Covered the approval of the revised Paris share system for 2025 and a discussion on the Vision statement. The Rural Dean welcomed Rev Deborah Swann and Rev Neil Kelly for Wareham as well as announcin8 that th Rev Lindy Cameron would be licensed as pioneer minister to St Aldhelm benefi¢e on 17 April then thanked Rev Canon Simon Everett Iwarehaml resigning in June and Rev Sandra Williams {West Purbeckl resi8ning end April for their service to the Deanery. th NEXT MEETINGS 19 June Deanery Eucharist at St Nicholas Studland and 8 October at Wool CofE school when our own Jo Levasier would talk on Engagement with Schools. Mike Hompton SAFEGUARDING REPORT Safeguardin8 continues to be taken very seriously here in Swanage and Studland. It involves promoting safer culture and environment within our churches. It is about preventing and protecting those that are at risk of being abused and responding well to those that have been abused. It 15 also about taking care to identify where a person may present a risk to others and offering support to them whilst taking steps to mitigate such risks. The child, young person and vulnerable adults safeguarding policy is reviewed annually and safeguarding is now a standard item on all committee agendas. Safeguarding contact information posters are displayed prominently on church notice boards. A Safeguarding information file is kept in each church. The Safeguarding team now uses a Parish Safeguarding Dashboard which is an online tool that helps our PCC keep track of safeguarding in our churches. We are continuing to work on Risk assessments and Safer Recruitment guidance for all church based activitie5. Margaret Griffin Safeguarding Officer
ELECTORAL ROLL REPORT Once again I must thank the "Electoral Roll Assistants" in each church without whose help it would be very difficult to keep the Roll up to date. l am extremely grateful to Tim Silk at All Saints,, Marion Marchant at St. Mark's and Rosemary Carpenter at St. Mory's for the help they have all again given me over the past year to ensure that l am aware of the comings and goings of people. Their input is e55ential and I thank them most heartily for keeping me up to date. I would ask everyone else in the Parish to help by letting us know about changes of address or other details in the Roll either to them or to me as soon as p055ible. Of course we all should be encouraging new members of our churches to join the Roll so that they can feel more involved in the church and vote in the election of the PCC and officers including the parish representatives at the deanery synod. The overall numbers have come down by 14% since the last revision in 5Pite of several new members signing up- there is inevitably an ebb and flow on such a list {particularly as people move away from the areal and you will see we were close to this current figure back in 2013 but rebounded stronglv. These Rolls are fully revised every 6 years and next year everybody will be invited to renew their application. For the individual churches-All Saints, membership has come down to 133. St. Mark's rernains at 47 and St. Mary's is down 7 at 165. Parl$h All Saints St Mark's 5t Mary, 2024 345 133 47 165 2023 394 175 47 172 2022 412 186 49 177 2021 412 191 49 179 2020 435 203 50 182 2019 433 207 47 179 New Roll 2018 440 197 57 186 2017 439 194 54 191 2016 432 180 58 194 2015 435 181 57 197 2014 375 121 58 196 2013 356 124 55 177 New Roll 2012 439 145 65 229 2011 447 148 63 236 2010 452 236 Froncis Barnord Electoral Roll Office
The Swanage & Studland Team Ministry: Parish ofswanage ANNUAL MEETING Monday 24th April 2023 in St. Mary's Parish Church Annual Meeting of Parishioners Minutes The Meeting was chaired by The Reverend Dr lan Bird with 33 members presenL Appolntment of Churchwardens: Two Churchwardens from each church. to serve untll the Annual Meeting 2024. Churchwardens were nominated by the individiial Churches at theirrespective annual meetings. A correction to the date on the printed agenda was noted and should read - 'those to be nominated will serve until theAnnual Meeting in 2024. notZ023. Churchwarden5: St Mary's: Name: Proposer: Seeonder Avril Harris Rosemary Carpenter Ray Davis Lavinia King RosemAr)' C.arpenler RAY Davis St Mark's: Name: Proposer: Seconder John WAY larion MArchant Anne Roper Anne Roper John Way Jean Bettles All Saints: NAnie: Proposer: Seconder Tim Silk Claire Head Michael Campbell Heaiher Lightowler fvlike Ila)'es PAuline Bexon No other nominatlons were received at the meeting. It was proposed from the Chair that the following nominatlons be accepted and the above appointments were agreed unanimously by all present. The Reverend Dr lan Bird acknowledged the work of retiring churchwardens. Claire Head and Michael Campbell over the past few challengingyears and all they had done to contribute to All Saints Church. the Parish and Team. Annual Parochial Church Meeting l. Prayers: The Rector opened the meeting with d reading from the book of Hebrews, chapter 12 followed by a reflection and prayer. 2. Apologie5: Ro Clark David Colborne Liz Brown Jenny Lazenbury Kevin Burke Penny Campbell John Lazenbury Yvonne Lennard Avril Harris Mike Hayes Andrew Head Jonathan Hallett 3. The Mlnutes of the Annual Parochial Church Meeting of 27th April 2022 were approved at the PCC meeting on 9th lune 2022. Matters Arising: None 4. Reception and Dlscussion of Reports: The Rector thanked everyone who provided reports for the meeting. a.Changes in the Electoral Roll. The reportas given stand5 Wlth no changes just two amendments (l) the addition of -'All Saints membership is down Il, (2) 'SL Mark's is down 2 and not I.. Proposed by lavinia King and seconded by John Way- All tn favour.
a.Proceedings of the Parochial Church Council. This was accepted by the PCC dnd signed by Revd lan Bird on the 291hol March 2023. Proposed by Tim Silk and seconded by Anne Roper- All in favour. b. Flnanclal Statements of the PCC for the Year ended 31st December 2022. lohn Way. Treasurer, thanked the good team behind him and the tremendous help from Mel Dyke, Bookkeeper and lan Bandy especially for help in pi'eparing the annual accounts. Last yearjohn reported on church finances as we came out of lockdown. Understandably serious issues had to be explained and steps taken to work towards remedying these. A working group had previously been set up to consider approaches to the problems which were evident and the work of looking at strategy to help with finances is ongoing. Reporting on 2022 finances we still see in action many of the issues high lighted last year. In particular the number of regular attenders at our churches has reduced and impacted on our income. and as with other churches. our situation is far from unique. We are very gratcful to David Tyri-ell who has Independently examined our accounts at no cost saving the parish in excess of £l.000. Looking at the accounts in more detail lohn Way highlighted aspecL£ relating to income. Plan ned giving is down on 2021 figures and as a result tax reclaim is also reduced in line with giving. Collections and appeals are up on 2021 and there was a good response to the Gift Day in November. Hall rental is increasing and bank interest received is up. A substantial legacy for the benefit of SL Mary's Cl)urch has been recelved froni the estate of the late Shirley Strickland and will fealure in the 2023 accounts. Focusing on expenditure a one-off reduction of £20.000 for our Diocesan share has been agreed by the ArLhdedcon to take account 01. 3 years without a Team VIc<ir. A modest pay rise was agreed by the PCC for employees and The Wave agreed to pay part ofthe Youth Ministers salary in 2022 and also for 2023. Utility costs have increased by £3,000 and it is estimated they will rise further in 2023 to £28,000. Looking al the overall picture with income still continuing to drop and expen(lilurLi only reducing modestly we need to evaluate our financial security. We are not'bankrupt, as we have reserves of £417.001 but ifthe current trends continue, within a few years. we would be described as such and to this end a number of lines of enqulry are belng investigated to mitigate this situation. Currently our unrestricted fund figure is low. The PCC has to hdve a policy statement that the unrestricted reserves ivill not fall below a fioure decided by the PCC. Our policy is that we should not have less than 3 months rc'serves. At the end of the year on which we are reportin& that figure was a lilile below 3 months but having received the legacy referred to earlier we are now back above it. When we receivi, a legacy, even if it is given for'general purposes, (as this one was - specifically naming St. Mary's) we try to find something in memoiy of the generous donor on which to spend it. So. although the legacy has repaired some of the concern over our year-end reserves. we will not resl on thaL As mentioned lastyear and in the finance report we al'e investigating the possibility of releasing funds from Che restricted and endowment tunds.. This work is in the very capable hands ol. David Williams who is having extensive consultstions on this and making good progress and we thank him for his devotion to this taslL Lastyear. lohn Way asked this meeting to remember the finances of the church and those who work on it, in their prayers. Much ofwhat we do is below the surface and not seen but it is vital to maintain the mission and worship of the church, so please contin ue to pray. John Way then opened the floor to questions on the Financial Statements and Accounts. It was asked for clarification on page 15- 2 Voluntsry Income about the decrease of £8,000 from 2021. It was clarified that Unrestricted planned giving was £133,00 in 2021 dnd had fallen by £5.000 in 2022 to £128.314 and Restricted giving which was £25.000 in 2021 by £3.000 in 2022 to £22.014.
It was asked why the Hallsworth Fund given for SL Mark's was lower. During 2022 by agreement with the PCC an amount ol money was taken from the fund to pay for St. Mark's commitment to Parish funds. It was also agreed by the PCC to use money from funds held by SL Marfs and All Saints to meet parish funding shortfalls. There betng no further questions acceptance ofthe Financial Statements and Accounts for 2022 was Proposed by John Way and seconded by David Williams- All in favour. c.Reports from the Churchwardens on the fabric. goods. and ornaments ofthe churches or the Parish. Changes reported to the meeting- St. Mark's Church have purchased a new cooker and are reviewing old hymn books no longer used. All Saints Church have purchased a new lawn mower. The inventories were presented and signed by the Rector. d. Proceedlngs of Purbeck Deanery Synod. A written report was included in the APCM booklet. Thanks were extended to Mike Hampton for preparing the report 5. Elections and Appofntments: a.3 Church IAY Members to serve for three years on the Parochlal Church Councll. Each Church is entitled to have three elected lay members for a 3-year terni of office. It was proposed from the Chair that the nominations received from the churches for Trish Clark. John Hallett. Ro Clark Liz Moreton and Stephen Higgins be accepted. The appointments were unanimously agreed by all present. St Mary's.. Margaret Griffin (2025) Trish Clark (2026) john Hallett (2026) All Salnts: Mike Hayes (2025) Ro Clark (2026) Liz Moreton (2026) St Mark's: Colin Burgess (2024) loanna Penley (2024) Stephen Higgins (2026) b. The Appointment of Deanery Synod representatives- two from each church for the new triennium. It was proposed from the Chair that the nominatlons received from the cl)ui'ches as listed below be accepted. The appointments wei'e unanimously agreed by all presenL St Mary's,. Mike Hampton. }ulie Plke All Salnts: David Williams, Barbara lackson St Mark's: Carol Richards. Anne Roper c,The Appointment of the Independent Examlner to the PCC for the coming year: David Tyrrall was Proposed by John Way and seconded by Nick Viney. The appointment was unanimously agreed by all presenL d. The Appointment of the Treasurer for the coming year: It was proposed from the chair that lohn Way continues as Treasurer for the coming year. The appointment was unanimously agreed by all present. e.The Appointment of an Electoral Roll Offlcer for the coming year: It was proposed from the chair that Francis Barnard continues as Electoral Roll Ofyicer for the coming year. The appointment was unanimously agreed by all presenL 6. Receptlon ofother reports. It was proposed from the chair that the reports be accepted. Unanimously agreed by all present. 7. Safeguarding Report and Revlew of Safeguarding Pollcy- A written Safeguarding report was included in the APCM booklet. It is a requirement that our Safeguarding Poliry is reviewed ( this was done at the PCC meeting in March 2023) and adopted at the APCM. Copies are available in each churL-h and on the Website. Current Safeguarding Officers in our churches, 10
Griffin, St. Mary's. lane Hawkswood is the Safeguarding Officer for SL Nicholas Church, Studland. The Rector thanked the Safeguarding Officers in the Team for all the work they do. They are meeting regularly as a group and will be encouraging those who need to. to engage in on-line training and further information will follow. It was proposed from the chair that the Policy and Report be accepted. This was unanimouslyagreed by all present. 8. Date of the APCM In 2024: Monday 22Dd April at 7.30pm 9. Other buslness: a. Vote of thanks- Anne Roper ihanked the Rector for his leadership. her fellow churLhwardens. our retired clergy and everyone else who works together for the body of Christ through prayer and worship in the parish and Team. Our Team of churches is diverse and there will ¢llways be challenges but as we move forward in the light of ChrisL looklng forward to welcoming the Revd lo Levasier in the summer we look to the future with hope for all the opportunities it holds. b. lohn Way passed on the good wishes of lohn Mann for this meeting. john Way asked that if anyone has ideas and suggestions of how we may save or reduce our outgoings or Increase giving to please get in touch with him. One suggestion to consider is the APCM booklet beii)s available on-line ratlier than printing copies. This would be a matter for the PCC to discuss durlng the year. 10.Words from the Rector I'he Rector Lhanked everybody involved In the life ofthe parish and our Team. Church would not function wiihoutthe wilingvolunteers who use theirskills and time in otsr churLhe.s and community. The Rector thanked the retired clergy and for their great wealth ofwisdom, skills and experience. In particular he thanked Revd Dave Richards. Resideiit Priest at St. Marks and Revd Tony Higgins at St. Nicholas. It Is great to work with them both and he is looking forward tu welcoming and working with Revd lo Levasier when she ai'rives. Revd john stsples has withdrawn and retired from everything. The Rector thanked him for all he had done within the Team and particularly his pastoral support and wished him <1 happy retired retirement. The Reclor thanked everyone on behalf ofhimself and ludith for the warm welcome they had received which has helped them to settle well. There is a huge amount ofwork and ministry going on with so many people involved which is greatto see and particularlywith people in all sorts of areas in Dur wider cominunity, and to name a few- the lood batyl Communicare. Disabled club, support for Ukraine. Linking Lives, local government. There has been a great response to the Warm Places initiative with Tea-pot now meeting weekly and c.offee Pot extending their hours and offering a hot meal. It. Is bioo(I to be involved in services without restrictions, the use of face masks dropped and refreshments after services restored. It Is amazing how right the Profile prepared for the Rectors appointmentactually was highlighting the unique selling points ofeach ofourchurches which we will be lookingto develop lurther in the coming months and years. There is increased engagement with schools. Three foundation governors have been appointed for St. Mark's CE Primary School and closer links are being re-built with St. Mark's Church. Music at St. Mary's continues to be a blessing with the Come and Sing Evensongs and a music workshop with Bob Chilcot at the end ofApril to which 150 have signed up to attend. Chiirches Together is worlu'ng well. supporting one another and in witness with Carols at the Rotary Christmas Markec Christian Unity service in January and Easter Sunday dawn service by the Banjo pier. Plans are being made lor a Walk of Witness on Good Friday 2024. Nick Vlney's work for Churches Together was acknowledged.
by the Banjo pier. Plans are being made for a Walk of Witness on Good Friday 2024. Nick Vlney's work for Churches Together was acknowledged. Looking to the future a Lay Pastoral Assistant course will take place in conjunction with the West Purbeck benefice. Revd Jo Levasier's licencing will take place on Thursday 6rh luly atAII Saints church by Bishop Karen. It will be great to have Revd Jo as Team Vicar based at All Saints and undertaking 2 days a week as Deanery Schools Missioner. Once Revd lo is in post there will be engagement with the PCC and others to look at the Team Vision and Mission. There will be opportunities to explore how we can better share God's good news and serve those around us in our community by what we say and do in Swanage and Studland. We are all asked to pray for all these things and our future vision and direction as a Team. All three churches have had their Quinquennial Inspections which take place every 5 years. The good news is that no big issues have been highlighted but there are things that we need to plan for and address. Thank you to all who maintain our buildlngs for worship and mission, they are unsung heroes. We do however face challenges with the finances of the Parish and will be forming a Finance Sub Committee ofthe PCC to plan strategically for the future so we are in a good and better position to continue to develop our worship and mission. David Williams is exploring how we can release money from some of our trust funds which no longer meet the criteria for which they were set up and we are grateful for all he has done so far and will continue to do as we move forward with an action plan and discussions with the Charity Commission. The help and support of lan Bandy in matters of Finance and giving must also be acknowledged and we are grateful for his continued support. The Rector expressed thankfulness to God for all he has given us and the rich blessings to the Lhurch iii Swanage and our church communities. The hope is we will celebrate and communicate moreall thatwe do asa Team. 11. Closlng Prayers . the Rector closed the meeting with prayer and the Grace, Meetlng finlshed at 8.49 p.m. 12
The Parochial Church Council of the Ecclesiastical Parish of Swanage Annual Report and Financial Statements for the Year Ended 31" December 2023 Registered Charity number: 1134114
Parish Office: St Marfs Rooms Church Hill Swanage Dorset BH19 IHU Trustees: The Reverend Dr l Bird The Revd J Levasier T Silk M Marchant J. Way C. Bur8ess R Clark T Clark M Griffin J Hallett M Hampton A Harris M Hayes S Higgins B Jackson H Li8htowler L King E Moreton J Penley J Pike C Richards A Roper D Williams (Team Rector) (Team Vicar- From July 20231 (Lay Chairl IPCC Secretary) (Treasurer)
Bankers CAF Bank 25 Kin85 Hill Avenue Kings Hill West Mailing Kent ME19 4JQ Independent Examlner Mr David Tyrrall FCMA Flat 5 Melsan Court 13 Park Road Swanage Dorset BH19 2AA
ANNUAL REPORT FOR 2023 The Porochial Church Council is required by low to moke thefollowing written report. Alm and purposes Swanage Parochial Church Council IPCCI has the responsibility of cooperating with the Team Rector and Team Vicar (vacant until July 2023), in promoting in the Ecclesiastical Parish of Swanage, the whole mission of the Church, pastoral, evangelistic, social and ecumenical. It also has maintenance responsibilities for the Parish Church of St Marythe Virgin. St Mary's Rooms and the Rectory Classroom. St Mark's Parish Church, Herston, and All Saints. Parish Church and Hall, North Swanage. Parochial Church Council Membershlp Members of Swanage PCC are either ex-officio, co-opted or elected by the Annual Parochial Church Meeting IAPCM) in accordance with the Church Representation Rules of the Church of England. Durin8 the year, the following served as members of the PCC: a. Ex-offlclo Members Licensed Clergy The Revd Dr lan Bird The Revd Joanna Levasier Team Rector Team Vicar (From July 20231 Churchwardens St Marfs.. Lavinia Kin8 (First elected 27 April 2022) Ih Avril Harris (First elected 15 April 20131 All Saints.. Tim Silk IElected April 20231 Heather Lightowler (Elected April 20231 Ih St Mark's: John Way (First elerted 27 April 2022) Ih Anne Roper (First elected 16 April 20181 Dlocesan and Deanery Synod Members Mike Hampton Barbara Jackson Julie Pike Carol Richards Anne Roper David Williams b. Elected Members Iwith year of retlrement) At the APCM of 2004 it was agreed thot each Church would elect three members from its Church Committee, to serve for three years. VoconciTes in previous Yea which hove now been filled have altered this agreed principle. Colin Burgess, Joanna Penley120241 Mike Hayes. Margaret Griffin120251 Jonathan Hallet, Stephen Higgins, Liz Moreton, Trish Clark, Ro Clark12026)
c. in attendance Youth Minister Berno Vierbergen (appointed June 20161 CoMMIEEs The Parochlal Church Councll of Swanage meets four times per year. Members include the Team Rector, Team Vicar, Treasurer. Youth Minister. PCC secretary, Lay Chair, Churchwardens, Deanery Synod representatives and representatives drawn from each of the three individual church committees. It is chaired by the Rector or the Lay Chair. The PCC operates through a number of committees. which normally meet between full meetings of the PCC. The Standlng Committee is required by law and members consist of The Rector, Team Vicar, Treasurer, Six Churchwardens two from each of the three churches, the PCC secretary and Lay Chalr. The Standing Committee has the power to transact the business of the PCC between meetin85 of the Council, subject to any directions given by Council and meets four times a year. The PCC has agreed that the Standin8 Committee should also act in support of the Treasurer, although decisions about finance remain the responsibility of the full PCC. Indlvldual Church Commlttees The three parish churches of St Mary, St Mark and All Saints each have their own committee. These are elected, consultative committees, chaired by one of the cler8y or an elected lay officer. These bodies deal with the day-to-day runnin8 of the churches and make recommendations to the PCC in matters that require the agreement and authorisation of the PCC or Diocesan authority. In order to deal with specific areas of church life. the church committees appoint sub-committees or working groups as need arises. These are accountable to the church committee responsible and ultimately throu8h it to the PCC. CHURCH MEMBERSHIP AND AENDANCE One Church Roll is maintained for the Parish. In 2019 the Electoral Roll was completely re-made and is due for its next remake in 2025. At the Swanage Annual Parish Meeting in April 2023 the number of members reported was 394, a decrease of 39 from the 2019 figure of 433. FINANCIAL STRUCTURE AND POLICY The day-to-day administration of finance is carried out by the part-time Bookkeeper who works closely with the treasurer. The cash from collections and other sources is counted and banked monthly. Mr. John Way, the treasurer, reports to the Standing Committee and PCC and has been supported throughout 2023 by lan Bandy, a previou5 treasurer, and also by a Finance working group. All figures in the report and the accounts are uninspected but the insperted figures will be reported t the APCM and copies of the full inspected accounts will be available. The reserves policy of the PCC is to maintain a balance on unrestricted fund5. In March 2023 the PCC agreed to reduce the reserves figure from 6 months to 3 months with an annual review. This equates to £75,000, approximatelythree months, unrestricted payments, to cover emergencies that may from time to time arise. Current unrestricted reserves equate to approximately 2.4 months, payments.
Budgets are set annually with a view to maintaining the health of the PCC funds over the long term. In recent years. this has necessitated utilising available capital funds to compensate for reduced income. When funds are not needed with instant access it is the PCC'S policy to invest balances in funds run ethically by investment managers such as CCLA. As of 31st December 2023 the PCC has unrestricted funds of ££30.73812022: £57.7391. Restricted funds of £257,28912022' £175,158) and Endowment funds of £193,423 {2022: £184.104). A review has begun of the PCC'S older funds. particularly Endowment funds, as the original purpose for which these funds were given has long passed. This review is being led by David Williams. The outcome of the review will allow these funds to be used in a way that meets the needs of the PCC today and into the future, but it is recognised that any change of use will require the a8reement of the Charity Commissioners. RISK MANAGEMENr Financial risks are managed and regulated by regular examination by the Standing Committee, which reports to the Trustees at the PCC. The Treasurer, Rector and churchwardens have monitored income and expenditure closely during 2023 reviewing and proposing budget amendments to the Trustees at thè PCC as appropriate. A Safeguarding Children and Vulnerable Adults Policy has been adopted, with each church in the Team havin8 3 nominated Parish Safeguardin8 Officer who also acts as Verifier to mana8e Dlsclosure & Barring Service issues. The PCC is using the Salisbury Diocese mandatory Safeguarding Action Plan for each church in the Team. All PCC members are required to undertake basic safe8uardin8 trainin8. Safe8uardin8 issues are discussed at each Standin8 Committee and PCC meetings and current policies and trainin8 events are addressed. PUBLIC BENEFIT The PCC have given due regard to public benefit when planning the church's activities, in accordance with section G2 and G3 of the Charity Commission's General guidance on Public Benefit (January 20081. The para8raphs above and below set out the PCCS artivities. achievements and performance durin8 the year. which are directly related to the objects and purposes for which the church exists. The church achieves its principal objects and purposes through: high quality public worship, both traditional and contemporary pastoral care and support of those in need promotion of Christian Aid, mission agencies and other charitable causes. These benefits are directly related to the aims of the church and are fully compliant with Principles l and 2 of the Charity Commission Principles on Public Benefit. Mlsslon Statement- The Parish of Swanage is part of the Swana8e and Studland Team Ministry which promotes the following mission ethos: The churches of the Swana8e and Studland Team Ministry aim to welcome all, to be prayerful and caring as we seek the will of God and strive to do His work. We recognise the ministry of all Christians, male and female. ordained and lay in supporting all in the local community. We aim by various means to support local, regional, national and international organisations which act to improve the lives of others and to share the Gospel. There are separate reports for each church in the team {see below). REVIEW OF THE YEAR
PCC Secretarfs report." (Appointed May 20181 In accordance with the objectives listed above the PCC moved to achieve its aims in 2023 through the following.. The PCC scheduled four meetings forthe year and four meetings of the Standing Committee. At each meeting the day-to-day business of the Anglican Church in Swanage is discussed. Any repairs to fabric or fittings. alterations or large purchases are discussed and permission to proceed given. Policies have been reviewed durinB the year. A financial report produced by the Treasurer and the current state of the finances is discussed in detail. There continues to be concerns about the state of the finances, but the PCC is very grateful to the Honorary Treasurer. lan Bandy and the Finance Working Group for careful and considered advice regarding management of investments and of the PCC budget. The Wave contributed towards 6 months of the Youth Ministers Salary. The Parish Giving Scheme IPGSI and donation stations installed in 2021 in St. Mary's and All Saints churches has resulted in congregations continuing to be generous, and together with a gift day in October 2023 and legacies has enabled the PCC to meet increasing financial demands. The Revd Joanna Levasier was appointed Team Vicar and took up her post in July 2023. The full minute5 of the PCC meetings are made freely available in the individual churches for all Church members and interested others. Information about the artivities of the three individual churches is recorded in the PCC'S annual report booklet for 2023. Swanage Team Mlnlstry: The Team Ministry was inaugurated in 1986 to cover the United Benefice of Swanage and Studland and its present constitution was established in 2004. It is headed by the Team Rector whose prime day-to-day ministry is focused on the historic Parish Church of St Mary the Vir8in in central Swanage. supported by the Team Vicar, (Vacant from July 2020- July 20231 based at All Saints Church in north Swana8e. The ministry of St. Mark's is overseen by the Rector but Is led by Resident Priest, the Revd. David Richards. St Nicholas. Church. Studland. a separate parish from Swanage, but an inte8ral part of the benefice Team, is managed day-to-day by Resident Priest the Revd. Tonv Higgins, with the PCC bein8 chaired by the Team Rector. We are blessed by having a number of retired priests who lead services and assist in aspects of ministry in the two parishes. Since September 2023, the nei8hbourin8 St Aldhelm's Benefice has been in vacancy and several of our retired priests have led services there too. Each church in the team is individual, meeting the needs of its congregation and tO8ether they offer a wide range of worship styles and approaches. St Mary's. St Nicholas and St Mark's present a more traditional form of Anglican worship. All Saints is contemporary in style. Evangelical in theology and is a member of the Evangelical Alliance. St Mary's hosts the Civic and community services and combined team services for the year round festive occasions alternate between the churches. We are pleased that in 2023 the three churches have a renewed sense of teamwork. co-operation and desire to work together to Make Jesus Known in our community. Swanage Team Ministry has strong ecumenical links with the other churches in the town and is part of Swanage Churches Together. taking a part in organising and participating in any ecumenical ventures for the town including the promotion of Christian Aid and other mission and charitable initiatives. The network meets on a regular basis and organises ecumenical joint services and activities throughout the year. The Swana8e and Studland Team is a major participant in The Wave Christian Youth Project (see belowj. The Food Bank is run ecumenically and has been developed to meet the ever-increa5ing needs of the community which has been of particular importance and support to many families durin8 2023. Churches Together in Swanage set up an active group to consider the plight of refugees which includes member5 of the helping agencies and other members of the community with specific skills.
The Wave Christian Youth Projert is a charity which. following an internal review. now focuses on youth work, bringingtogether Youth Ministers from two different churches and denominations across the town. The project focuses on supporting young people aged 11 to 18yrs through the highs and lows of their lives, as well as providing them with the opportunity to explore the Christian message. The projert has two foci.. outreach and schools work through mentoring and Christian Union groups at both Swanage and Purbeck Schools. The Wave agreed to contribute towards 6 months of the Anglican Youth Ministers Salarytill June 2023, after which the Team resumed payin8 the full salary. www.thewave outh.co.uk www.facebook.com thewave outh.uk O¢¢aslonal Offices and Llfe Event Services in the 3 P2rish Churehes Baptisms 8 (5 children. 3 adults) Re-affirn]ation of Baptismal Vows Thanksgiving for the gift of a child Confirniation Weddings Funerals at Church FunLrals at Crematorium Th(Inks¥ivin¥ Services 23 Occasional Office and Life Event services in Swanage Parish for 2023 The Team churches St Marfs: The Parish Church of St. Mary the Vir8in. Swana8e, is a lar8e, impressive structure built of local Purbeck stone situated in the centre of the town. It is open all day, every day. The church tower houses eight bells run8 twice each Sunday. and also. when requested, for weddings and funerals, by an enthusiastic team of bell ringers who rehearse each Wednesday evening. Daily Morning Prayer and a mid-week Holy Communion Service are held in St Aldhem's Chapel and the Blessed Sacrament 15 reserved there. The weekly Tuesday afternoon service. All Things Bright and Beautiful, has continued throughout this year. Provided primarily for those with dementia and their carers, it takes the form of a short, simple, service, led by various clergy, followed by activities and refreshments, co-ordinated by Bri8lt Coffin. ably assisted by a team of volunteers. The Junior Church for primary age children continues to run in parallel with the 10.30am Sunday Choral Eucharist and provides artivity. instruction and simple worship. The group is led by Hatty Fawcett, ably supported by volunteer parents. On the first Sunday of the month. in our Family Eucharist, members are involved in readin8 scripture, leadin8 prayers, welcomin8 and servin8 refreshments. Once a month Junior Church joins Walking Church with groups from other churches, led by Revd. Nick and Naomi Webb. In the Autumn. the initially named Fridoy Fun Club was successfully launched, meeting on Fridays 6.30-8pm in term time and led by Berno Vierbergen, our Team Youth Minister. ably assisted by volunteer members of St Marfs congregation. Linked to the St Marfs Junior Church and thejunior Choir. the group is open to all.
The Sunday 10.30a.m. Choral Eucharist is central to regular worship. and is enriched by St Mary's strong choral tradition. The Director of Music, Simon Lole, and Associate Director. David Fawcett, with the choir contribute greatly to the quality of worship at the Sunday Choral Eucharist and weekly Choral Evensong as well as occasional services. In addition to regular worship, the church normally hosts the annual Civic Service. the Town Remembrance Day Service and the Town Carol Service. "Come and Sing" Choral Evenson& held once a month, continues to thrive. Nationally recognised Directors of Music rehearse St Marfs Choir and other singers who attend, with a refreshment break before the service itself. Most months this doubles the numbers in both choir and congregation. Distinguished guest Directors of Music have been engaged by Simon Lole in an annual programme. enhancing the service with different styles of condurting being experienced. St Marfs Junior Choir is directed by David Fawcett, Associate Director of Music. It is open to boys and girls in Year 3 and above who love to sing and who can read confidently. Junior Choir has weekly practices and joins the adult choir for a family-oriented Choral Eucharist each month and for speclal servlces such as the Town Carol Service and Crib Sep4ice. St Mary's hosts a number of special musical events both by local musicians. choirs and singer5, and visiting professionals. Concerts are hosted during Purbeck Arts Week, Purbeck Chamber Music Festival. and several local choirs have held concerts in the church durin8 2023. Also, St Mar¢5 was one of the venues for the 2023 Purbeck Film Festival. Pastoral care has continued, with changes. In the Sprin& the Revd. John Staples retired from the Pastoral Care Team and we wish to express our gratitude for all the pastoral care and co-ordination he has carried out over the years. In early summer most of the lay team attended the Lay Pastoral Assistants, Course (see below). The team reformed in the late Autumn and plans to meet monthly to review pastoral requests. Durin8 the year those requesting prayer were prayed for in Mornin8 Prayer and Sunday services at St. Mary's. Home Communions continued to those housebound. The Pastoral Team provides a chaplaincy function for the 15-bed Swanage Hospital. T-Pot has continued to meet every Wednesday mornin8. co-ordinated by Mary Bevis and her volunteers. This group provides refreshments and fellowship and meets informally in the Rectory Cla55room, a small hall by the church. It welcomes up to 40 both regular and occasional visitors and is hSghly valued by many who enjoy social time together. It is especially supportive to the elderly, bereaved. and depressed and has become an important mutually supportive group. St Mark's: St Mark's was built for the Herston community in the mid nineteenth century, using local Purbeck stone from the quarries which provided a livelihood for many local families. The regular congregation includes many lifelon8 members and a strong bond continues between church and the community of Herston. Ih St Mark's celebrated its 150 anniversary in April 2022, with a service led by the Bishop of Sherborne. This anniversary was the impetus for a series of community events which continued into 2023. The emphasis of these events has been re-connecting with the local community. Events have been accompanied by a si8nificant increase in publicity. In April 2022. the Revd David Richard5 was commissioned as Resident Priest at St Mark's. David lives within the Herston community.
Worship follows Common Worship and includes Holy Communion on all but one Sunday per month. The Choir was re-formed in April 2022, and the repertoire of music continues to be extended with a small band sharing in leading the SeiCe. On the last Sunday of each month there is the monthly Celebmtion Serrfice- with a less formal approach and a deliberate attempt to reach out to families in the community. There is a strong emphasis on fellowship. with a time for refreshments after every service, and re8ular celebrations of special events. The church has a weekly prayer meeting and a fortnightly Bible study. St. Mark's Church has its own Facebook page, which is used to promote events. and has a page on the Team website. Re-establishing the special relationship between Church and St Mark's CE Primary School, following the disruption of Covid, has been a major emphasis this year. A full report of work with schools is contained elsewhere in the report. The Resident Priest leads regular Assemblies at the School. The church contlnues to embrace the Salisbury Diocesan Board of Education initiative PRAY. BAKE, READ by praying regularly for our church school, and baking cakes for staff each term. Carol Richards was appointed as a Foundation Governor in 2022. Liz Fielder and Judith Bird were appointed as Foundation Governors in 2023. Plans for a partial reordering of the Church and a refurbishment of the Church Room, to improve community facilities. are underway. The pastoral needs ofthe community are met by lay and ordained member5 of the church. All Salnts All Saints Church continues to be a strong community of like-minded Christians: committed to one another and to the church's strapline of living, loving ond serving together. Our Bible verse for 2023 came from the first two verses of Psalm 67 'Moy G¢ be gmcious to us ond ble55 us and moke his face shine upon u5 - 50 that your woys may be known on earth, your salvotion among all nations,. And indeed. looking back, we have experienced the blessin8 of God, both corporately and individually as many people shared at our final service of 2023. Durin8 the year, we contlnued to meet in 3 congregations every Sunday morning.. 8am communion service la simple Common Worship service), Breakfast@9 lan interactive all a8e seNice with croissant breakfast and craft) and the 10:30am service {a more contemporary style with monthly communion) with the introduction of a fortnightly evening time of informal worship which has been much appreciated by some. Many members of the church also participate in S house 8roups for midweek fellowship, bible study and prayer. meeting on a weekly or fortnightly basis. Over the Summer we felt it ri8ht to stop the online prayer meeting which had started to support the vacancy. and in September we restarted a weekly prayer meetin8 on Thursday mornin8S. Ih July 6 saw the licensin8 and installation of ReTr/d Joanna Levasier as the new team vicar and deanery schools missioner by Bishop Karen. This was a lon8-awaited moment which we were pleased to be able to share with a congregation from across the team as well as guests from further afield. We welcomed the junior choir from St Marfs to share in leading the musical worship as well as a band drawn from the All Sainvs con8regation.
Another highlight for the church family was in September down at the sea when we were overjoyed to be able to baptise two church members and also reaffirm. with immersion, the vows of two others in the sea. We have enjoyed some good social times together; including church picnics on the May Coronation weekend and in August. and a team Harvest Lunch in the church, where we were very pleased to welcome members of St Marfs and St Mark's for lunch and games. The All Saints. famlly has continued to invest in several Mission Partnerships both at home and overseas, with financial gifts, prayers. and where possible practical support and visits. We were pleased to welcome Sharon Prior from Studland Camps, Urban Saint5 to bring us an update in August and Ember Liddiard of YFC in Botswana. visited in November. We also continued our financial support to CMS for Daniel & Sarah Medeiros in Brazil. and the work of Tearfund and the Bible Society. The second half of the year has seen a strengthening of numbers in our 8am and 10.30am services, alon8 wlth monthly all age services, combining Breakfast@9 and the 10.30am services. In December we decided to trial Café Church at 10.30am (rather than combining for Breakfast@101 and this Is the pattern that we will continue into 2024. We also introduced a new event at Christma5. Community Carols - a more informal cafe-style event with drama, readings, carols and , mince pies and mulled wine. We were pleased that the church was full and we will have to work out how to build on thls in 2024. Speclal mention needs to be made of all the amazing volunteers who have worked tirelessly to support the ministry of the church during the three year vacancy. In particular, thank5 80 to Tim and Sally Silk for their work with Breakfast@9 and the 10.30am service, as well to Rev'd Mar83ret Willlams for faithfully investin8 in the 8am Communion service, and the out8olng church wardens, Claire Head and Michael Campbell. As we move into 2024, we are takin8 time to work out where God is callin8 us in this new phase of our church life and are looking forward to "Makin8 Jesus known" lour Diocesan straplinel tO8ether with those at St Marfs and St Mark's in the comin8 year. Schools Mlnistry across the Team The team continues to have strong links with St Mark's CE Primary School with three church member5 now actin8 as the Foundation Governors responsible for Christian Distinctiveness.. Carol Richards1St Mark's) continues as a Governor. extra focus - Community Links, Judith Bird (St Mary's) started in 2023 with extra focus on SEND and Liz Fielder (St Marfsl also started in 2023 with special focus on SIAMS. The Revd. Dave and Carol Richards, based at St Mark's church, have worked hard to strengthen these connection5, taking over leadership of weekly Monday Collective Worship, usin8 the Roots and Fruits material.. focusing on different Christian Values every half term. Year 3 pupils visited St Mark's Church in March for a tour of the buildin& with particular learnin8 about the Last Supper and Holy Communion. School services (for KSI and K52 separateSy to allow parents to attend) were held in church or school {weather dependentll for Easter and Harvest, with Christingle services and a Carol Service at Christmas. io
On the last Sunday in April St Mark's Day was celebrated jointly bythe Church and School. There are plans to expand this service to a School reunion in 2024. David Richards also took part in the School Leavers Assembly at the end of the summer term and presented each leavers with a Scripture Union book to help their transition to Secondary School. (Leavers. Bibles were provided by King Charles, to celebrate the Coronation, in 20231. A Quiz Night, organised by St Mark's Church in February. raised £500 towards extra-curricular activities at the school. Audrey Pembroke, a St Mark's Church member visited the School in September to teach Year 3 children about the History of Herston. Members of St Mark's also supported the School Fete in July, the Open Day in October and the School Christmas Fayre in December. Carol Richards organised a joint Church and School Christmas Tree for the Purbeck Christmas Tree Festival, with children from the school making the decorations and decorating the tree. Durin8 the Autumn term. members of All Saints church were invited to go into the Reception-year I class on a weekly basis to read Bible stories to the children. After a successful trial this programme is continuing into 2024. expanding to include older children. St Mark's Church continues to embrace the Salisbury Diocesan Board of Education initiative PRAY, BAKE, READ by praying regularly for our church school, and baking cakes for staff each term. As in previous years other members of the cler8y from within the team have been involved In a local ecumenical school assembly rota: going into St Mark's CE Primary School, Corfe Castle CE Primary School and St Mary's Roman Catholic Primary School approximately twice a term, in rotation with other local church leaders. lan Bird and Joanna Levasier have both been part of this cross-church partnership which is expanding to include other local primary schools in 2024. As part of this group, we were pleased to be able to support Corfe Castle in their SIAMS inspection in October 2023. demonstrating the good school-church connections in the deanery. Open the Book is a national program run by the Bible Society, supportin8 teams 80in8 in to primary schools to present Bible stories as part of the collective worship programme. In 2023 the Swanage Open the Book team, which has members from St Marfs and All Saints as well as from other local churches, went into 4 local primary schools twice a term. Our connections with other local schools strengthened. with lan Bird and St Mary's Church being very pleased to be able to welcome Swanage Primary School to celebrate Christmas: running both a Christin8le service for the whole school and hosting the school Carol Service for KS2 and their parents. Joanna Levasier and All Saints also hosted St Mary's RC primary school at Christmas for the first time; holding a Christingle Service for Year 3, the choir and parents. During the vacancy at Corfe Castle, Joanna Levasier has also been able support Corfe Castle Primary School with their Christmas services, runnin8 both a Christin8le in the school and the carol service at St Edwards Church. Pastoral Trainin8 In early summer 2023, we organised and ran a Lay Pastoral Assistants, ILPAS) Course in conjunction with The West Purbeck Benefice. The course was led by the Team Rector and The Revd. Canon Richard Bartlett, Vicar of the West Purbeck Benefice. 12 people attended the course. six of whom were from the Team and all enjoyed the training. The course attendees were commissioned by Bishop Karen in October 2023 at a joint service held in Wool. We now have six more LPAS in the Team for pastoral work. We are planning to run the course again and hope to develop a series of courses within the Team to equip people further in various areas of ministry.
Community Engagement Many members of our congregations are involved in various organisations in Swanage that work in our wider community to support others. These organisations include The Swanage Foodbank, Communicare, Besom, Link Visiting Swanage, Purbeck Connett Ukraine and Christians Against Poverty. Our church volunteers The PCC is gratefu I for the hard work of all our volunteers across the three Parish churches who make our churches the welcoming and caring places that they are. The PCC is very grateful too for the great 5UPPOrt given by the retired clergy in the parish. Approved by the Trustees and signed on their behalf by- Date.. 12
ljoependent Examtr)erfs Report to the Paroch5al Churth Counci: ot The Ecclesiastical Paristr of Swanage ,.t Je=err:te- ¢C43 Ae5pective respoTr.5ibilities Yh.e (.ar.,,%'5 tru>tee¥ a.'e r&cyo15iie reoory 'r, ". eipert ol examiraTion of Trtsq 5 acco¥. ..de.' settior 45 o¥4e 2ei- A,-t and carr..Ir.g c.,I my eMaminaiio-. lollo'Aeo ai, t-e arpi1C?)."o Dir•c:'.or,s g'ver 41. tie Cho," romTrissio" d-.:de' ectin 45, Indepenoent Examinerfs statement e arity'S gros5 .'ncoine excèedea £&50.000 apd i am qts3lifie knrnaeryLake tnk exbmli iè,. en Dy being 'Jail, ed •.emtser o! -kne fharterea i.-.s?tr'Jte of I'a•a8eryen+ hcve ronpiptea m. v examinatio Eirm tb.at -e rr.alf.-ial rt3tlerE ha,'e cotr.e -. J Rr. 3+ention in conneeiio with ttrir examinaiion whici gi¥'es me caure io tse.'ie.'e ira. nrf ty,a'.eri?I rès-e= lhe 3ccouDting retord5 were noi kept i.. accorap.ce witn se"t.. .3C o. rhe Ch%Tltie¢ the ac.ou¢:. did not accorg ttr.e ?: iOUP.:l. Ig ."eccrds". Jr the accounts old not comply wi",h the apDI.cat)le requ4remep4tS ¥JV.=ernir.8 the .orrn ana Lgn+er,t af actour,'< ¢e. out n he 8. ai,.on< 2i4 j8 J•er +4a an reGuiremer. .b.3t the ¢iccount5 give 3 •Je 4nO Tair lefy .Jf.li-, .S r -on.-.oe"ew as Oè."t of an ,'r,depende". eyaw,i+ nove no OnCernS and hove come ètross ryo o+P.er mJttes ',Yl CGTrie&l'.-. 'It4 the examinat1or, its ¢¥'rich atpntion Ktrpouid be .raw'n Ip. tnis reoort i or#e- tt enèb',e è D"?Der J-de"%tÈ7-, d.'n.g o.. -4e ac.-?ury",S tc ie rea.-e i .kl k Ic,-ILI qr( Flat leiSa- i Par¥ qoa. 13
The Parochfjal Church Counul of the Ec¢leslasJcal Parf5h of Swanage Stateml of Financial Activrties forthe Year Ended 31 Decents 2023 Lwt5trkted Restricted EIDnt Total Fund5 Funds Funds Fund$ 202$ Totsl Funds 2022 Note Ineomlng resources Incoming resources from generated funds Donabons Lega¢ies other incomè Investmerrt tiKome 207,191 36,816 111.334 244,008 111.334 41,363 10,679 220,079 1,500 32,609 10,676 41.363 745 3,535 6.399 Totsl incoming resources 249 299 151685 407 383 264 865 Resource5 expended Chanlable activities Total resources expèndod 317 253 317253 42 784 42.784 380 036 360 036 327118 327118 Net Incomingl loutgoingl resourt•s before iranslers 167.9541 108.901 6,399 47,347 162.2531 Transfers Gross tr8nsfer bèhv•en funds 36 009 Net Incarnin* (outgoing rtssources before olhei recognised gains and losses 128,2461 72,893 2,700 47,347 162,2531 other r•co9nlsed 94lns and1055eS Gainslllosse51 on Investment assets 1.245 9,238 6.619 17.102 141,1341 Net movèment In fvnds 127,0011 82.130 9,319 1103,3671 Reco111•foon of funds Total funds brought forward Total funds carried forward 10,11 10,11 57 738 30 738 175 158 257 289 184 104 193423 417 001 481449 520 389 417001 Th 14to 18fomian intery31 pwt0f1lfin•r1•I Stat P¥gÈ 14
The PaTh Chur¢h Council of I1 E¢clpsi•¥tical Parlsh of Swdn•oè Balance Shgel at 31 Dewnber2023 2022 Flxed Asoets Investments 323.012 305.911 Currnnt A••ets Cash at bank in hand 113.493 113.493 164.157 Cr•dltorn.' Amounts falllng du• wlthln o year 5.720 2.401 N•t curr•nt ••••ts 158.437 111,091 481449 Th• fund• of th? ch•rlty: Endowm•nt lund• 10. 11 193.423 184,104 R••tr5et•d fund• 10. 11 257,289 175.158 Unr••trlcl•d fund• Dmlgnated 10. 11 G•n•ral 10. 11 68.982 3S.244 ,312 36,573 Tol•1 Unr••trlc•Ad 30.738 57.739 Total ehrSty fvnd• 10. 11 417001 Apprnd by tho Trust•e8 aThJ 8vJne(l on Ih•ir t•h8W by. Ipr¢nt n8mo1 Date.. 19 March 2024 t•)e$ 14 k) 18 wral OI1Me Py15
Parochlal Church Councll of th• Ec¢leslastlul Parlsh ot Swanag• Not•$ to the Flnanclal Stat•ments for th• Year Ended 31 D•e•mb•r 2023 1 Ac¢ountSng poll¢l Bas1$ of pr•paratlon Th8 Parochial Chureh Couneil IPCCI is a public benefrt entity wthin the meaning of Fin8Th7al Reporting Standwd IFRSI 102. The finanoal $lalem8nts have been prepa under Ihe Charib'e5 Act 2011 and in ac(x>rdance with the Church Accounting Regulations govem1ThJ the individual acCnIS of PCCS. and wth th8 Regulation5' "tfua and fair vievf prov1sK)ns. together wth FRS102120161 as the 8p1¢8b1e aecAn.ng standards and the 2016 version of the Stslement of Recornmended Praclice.. A)unlIng arKI R8p)rkn"tYJ by Chaiilies is8ued Marth 2C4)5 ISORP IFRS10211. The financial Statements havè been prepared under the hi$i0ri¢81 conv&)tion except for the valUatn of investment assets. which are shown at markel value. Fund• General funds repr•sent the funds ol the PCC thai #r• rnt subMa to any reslnclKJns re9¥ding Ir us& and afo ovallable for applicion on th• gen8rn1 purposes of the Ptt. DeswJnated fund8 are a part ol unfestricted funds the PCC havè sat asid• or wmarked to be used for a part11#f purpos•. Restrlcted funds we IIKJse funds Ihat PCC arè to spd onty on thè p<hlar purposes set wt by the donor. Endownent funds are another fonn of Restricted fund vkn8re the capitsl rt)ney given to lh8 PCC o)m•s th8 specffjic Instruction that only the incoma gain•d fffjm investing the ean bè spent. Incor Income Is recognised in the St$1•Y)8nt ol ACtfv8s {SOFAI eTh tht PCC b8coThs l&aally entitled to tho use of the rasour$. Grant$ 8n¢J donations and Iheir 8ssoc4abJ Grft Ald or 0th8r tax th.ms are irKaudod in Ihè SOFA any prev condlllons preventing fft•ir us• by the PCC have been met. ¥hvJ b wkn•n th• funds we recAived. In¢om$ rÈis4d Ifom events Is reported gross in Iho SOFA- i.•. belorn any costs that may h8v• b•8n ded¢Jcted Irom the gross proc•Éds. Investment Inrne 1$ includèd in th• accounts when receivable. Any galn or10s5 on thè salè ol inveslments and any gain or b)ss wuhing from fV4falulng Investrnents ¢0 f8ir valu• is included at thè end ol the year. EXp•nd1T• and Ilabllltb•• Charitable expenditu o)rnprise$ those c05ts inDJrrtd by the charty in the delNery of its activities and seNices for ts beneficiaries. It indudes both costs that can be alkxaled directy to such actwits'es and those costs of an indirect nature necèssary to supkx)rt them. Li8bili'8s are recfjgnised 8s swn ¥5 ther• is a IwJal or constructNe obl1 and sattMent is probable and quantlflable. All expenditure Is accounted fcff on an Accruals basis and ha5 been d*sifi•d undu headlrys thal 899reg8le 811 costs related lo ihe category. Governanv co•t8 Governance wsts Indude costs of Ihe preparath7n examinaln OF the siatulory aetounts. the cLJsts of trustee meetin9s and the Cost ol any Iwjal advice to twstees on governance or o)nstitutional matters. P•)8 16
The Paroch1 Chur¢h Councfjl of the E¢¢le$lastfj¢al Parlsh ol Swanaoè Notes to the Financial Staternents for tho Year Endod 31 December 2023 2 Voluntary IoMe Unr¢$trl¢l¢d Rstrfj¢tsd endowment Total Funds Total Funds Funds Fund$ Funds 2023 2022 Planned givino Legacies CollectK)lls and appeals Gift Aid tsx redairne<l 129.103 19.788 111.334 12.678 148.892 111.334 56.737 150,328 44,059 35,488 207 191 3 Oth•r incon Unrestrlcted ReBtrbcied Endowrnont T¢)tal Fund• Total Fund• Funds Funds Funds 2023 2022 Wedding and funer lees Hire income Church events Magazine fees and donat Other incorne 15, 11,391 465 4,674 15, 11,391 465 4,674 12,999 10,571 2,248 4,408 Other Ino)rne includes of Ihg rnMi¢s I1¥90 Irryn Siudland PCC as dgxrbgd in note 8. 11 a180 indudes incorne from solar panels al All Saints, insurance daims and olhgr MClan9x incryr. Magazine fees also includes rrrf)nie6 re1¥¥d from Sludland PCC. 4 In¥tnt In¢orn• Unr••¢rlct•d RtrIct9 Endowmont Totsl Fund• TO Fund• Fund• Funds Funds 2023 2022 Incomè from investm1$ Is•8 note 91 Inlwsi on cash éeposits 517 228 745 10,451 228 10,513 5 Analy•l• of chUh acU¥ltb•• cost of church act1•9 Unr•tdet•d R••tAet•d Total Fund• Total Fund• Fund• Fund• 2023 2022 Fundraising costs Publicity (x)st5 DIeS0n share Empkjymenl costs1s9g nol¢ 7} Ulilily costs Insurance Music Repairs and maintenet Church relurb1shmenls Office 8xp6n5es Missionary and CharitstAe Givirg Other running (y)5ts Funerav we(Sding costs and 188S Cl8ryy expenses Isee note 61 Bank charges 615 61S 356 950 150,500 60,858 13,645 10,587 48,505 14,422 1.763 6.316 6.550 3.586 6.2 135.115 62.453 29.772 11.645 17.310 23.188 415 11.5¥ 135,115 62.453 29.772 11,645 52.715 23.188 4.659 11.592 6.019 9.893 8.307 3.19) 474 360.036 4,244 3.135 8,307 3,19) 474 317.253 294 327.118 42.784 oi pw 1410 18frym •i part of thèSefinai* 17
The Parochlal chUh COU11 of the Eccle$Sa$tlcal Parlsh of Swanage Notes to the Flnancbal Staternents for the Year Endod 31 D•e•mb•r 2023 6 Payments to PCC nrnber No trustee re¢eiv8d any rernunaratKn duriryJ Ihè Yrfor $INj as a trusi•è of lh charity. The Rector. Team Vicar and Youth Minister r1ve payments fcv ewenses necéssanly incJJrred In undertaking their roles. One olher tnjstee received rernuneratK)n for see$ Ivergerl provided to the charty. 2023 2022 Clergy expenses Trustee reMuneratn for seThices provided to lh8 charity 3.1SY) 1,884 The £31 in dtrgy exp•ns8s is Includ8d in CW Costs in note 5. Th• £40 h) trusts6 remuner8tSon is Indud8d In Funeral costs in note 5 7 Employ. r•rnun•ratlr)n The aggregate payroll cxjsts of the eryJbyee5 as folkths. 2023 2022 W8oes 18•$ Pension Conlributk)ns Social security 57.S15 4,938 4.489 62.453 60,858 No employeo r8cthv•d payY¢w+ts of rrrfjrn Ihan £60.C(KJ dun9 the year 2023 Inor In 20221 Average number of employees durfn9 Ihe year- 4.0 IFTE - 2.1112022.. 4.0., FfE 2.11 Thls £624S3 In payroll ¢y)sts 18 Ind[ed in Emr4oyrnnt costs in 10 5 8 A•lat•d p•rtb•• The PCC is an unincorwrated charfty and 86 cgmtrc4 1$ v¢¥ted in tho ITnr% ol thè PCC •s trusta•s of the Charity. The charty Is COntrle by the trtee5. The Teom Rector Is chr of t*)Ih Swan•Je PCC and Studland PCC. In 2023 £7575 was recgived frorn Studland P¢¢ for.. - services le.g. prinlingl provided by Swanrye PCC lo StudLqThJ PCC.. - 8 conlributK)n lo parish offic• Èxpens•5.' - 8 contributft lo thè Team Rectorfs 6xpenses: arrf. . a conlributK)n to the Youth PlinTSterfs salary £3,575 of this iNm• is indudtd in Oth•r Incomè and Magazine F•es in 3 and £4.fJXJ In Aanned GfvlrvJ in not8 2. 9 Flx•d a8s•1•- In¥••trnent• Market V•lu• As at 31 December 2022 Revaluation Additions Disposals As at 31 Dember 2023 305.911 17,102 323,012 All investment assets wefe held in the UK and invested in spe0r Churth of Erfjland funds managed by Income rec•ved from these investment assets is rectjrfed in note 4 The 14to 18ftrrn 818terr Pay 18
The Parochial Church Council of the Ecdosiastbcal Parish of Swanage Notos to th• Financial Stat•m¢nts l¢rth• Y• End¢d 31 D•cemb•r 2023 conthued 10 Analysis of funds Other At31 January 2023 IncomEng R•soure•s r•sour¢•s •xp•ndtd Tran•f•rs gainsllosses 2023 Unre8trlctsd fund¥ D8sign8ted funds General funds Total Unreslricled funds 94,312 12,( 110.289) 306 {317.2531 129,0451 57.739 249.299 39,708 1.245 30.738 R•strlcts¢J Fund• Reslricled fund 175.158 151.685 142.7841 136.(M)91 9.238 257.289 P•rman•nl Endowm•nt funds Endtswm•nl 6619 17,102 193423 481.449 417.Th)1 407.383 {360.036) At31 A131 Blan• on D••lgnat•d lund• 2023 2022 Stacay16gacy Various srnallw funds 86.497 Tol At31 A131 Balanc•• on R•¥trlct•d lund• 2023 2022 St Mark'• Hallswrth *8cy Vanous smaller funds Totsl St Mark's 76,225 953 88,891 727 St Organl Music Fund Diredor of Musi Variou5 aecumulal•d funds Strickland legacy Total St Marfs 22,7 2,917 46.(X)3 11XI (XKJ 34,043 2,917 45.991 All Salnts. VarSous accumulaled funds 8.311 2,491 pcc 1(Xl Totsl 257,289 175,158 19
The Parochlal Church Council of the E¢¢leslastkal Parlsh of Swanag• NotsJ to th• Financial SLM¢nts for the Year Endgd 31 Decwnber 2023 JYOt fo ¢on1mo At31 D•¢emb¢r 2023 At31 December 2022 Balan¢e• on Endowrnent funds All Saints. Benn8tt Legacy Bent)ett Recoup Ulwell Road fKI,722 23,152 26,767 32.075 115.838 Total All Saints. 113.191 St marv St Marfs Cardvw Legacy 77.585 70.913 Tolal 193.423 184.104 11 N•t a•Mt• byfvnd Unrn•trlct•d RtrICI•d Endowm•nt T(*tal Fund• Totsl Fund8 Fund• Fund• Funds 2023 2022 Inveslm8ntB Nei current assets Nel a$t3 31.615 877 107.42S 149,864 183,973 9.450 193 423 323.012 158437 305.911 111 091 417 p•JÈs 14to 18 1cffi1 inlyal $18tewts