The Parochial Church Council of the Ecclesiastical Parish of Swanage
Annual Report and Financial Statements for the Year Ended 31[st] December 2024
Registered Charity number: 1134114
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Parish Office:
St Mary’s Rooms Church Hill Swanage Dorset BH19 1HU
Trustees:
The Revd Dr I Bird (Team Rector) The Revd J Levasier (Team Vicar) The Revd N Davies (Team Curate) T Silk (Lay Chair) M Marchant (PCC Secretary till April 2024) J. Way (Treasurer) C. Burgess R Clark (till April 2024) T Clark D Hudson (from April 2024) M Griffin J Hallett M Hampton A Harris M Hayes (till April 2024) S Higgins B Jackson G Kaiser (from April 2024) H Lightowler L King (till April 2024) E Moreton R Murphy (from April 2024) J Penley (till April 2024) J Pike C Richards A Roper D Williams H Kimber (PCC Secretary from Nov 2024)
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Bankers
CAF Bank 25 Kings Hill Avenue Kings Hill West Mailing Kent ME19 4JQ
Nationwide Building Society 29 Station Road Swanage Dorset BH19 1AD
Independent Examiner
Mr David Tyrrall FCMA Flat 5 Melsan Court 13 Park Road Swanage Dorset BH19 2AA
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ANNUAL REPORT FOR 2024
The Parochial Church Council is required by law to make the following written report.
Aim and purposes
Swanage Parochial Church Council (PCC) has the responsibility of cooperating with the Team Rector and Team Vicar 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 Mary the 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 Membership
Members of Swanage PCC are either ex-officio, co-opted or elected by the Annual Parochial Church Meeting (APCM) in accordance with the Church Representation Rules of the Church of England. During the year, the following served as members of the PCC:
a. Ex-Officio Members
Licensed Clergy The Revd Dr Ian Bird Team Rector The Revd Joanna Levasier Team Vicar The Revd Natalie Davies Team Curate Churchwardens St Mary’s: Lavinia King (Resigned 21[st] April 2024) Avril Harris (First elected 15[th] April 2013) All Saints: Tim Silk (Elected 24[th] April 2023) Heather Lightowler (Elected 24[th] April 2023) St Mark’s: John Way (First elected 27[th] April 2022) Anne Roper (First elected 16[th] April 2018)
Diocesan and Deanery Synod Members
Mike Hampton Barbara Jackson Julie Pike Carol Richards Anne Roper David Williams
b. Elected Members (with year of retirement)
At the APCM of 2004 it was agreed that each Church would elect three members from its Church Committee, to serve for three years. Vacancies in previous years which have now been filled have altered this agreed principle.
Colin Burgess, Joanna Penley (2024) Mike Hayes, Margaret Griffin (2025) Jonathan Hallet, Stephen Higgins, Liz Moreton, Trish Clark (2026)
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c. in attendance
Youth Minister
Berno Vierbergen (resigned August 2024)
COMMITTEES
The Parochial Church Council 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 Standing 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 Chair. The Standing Committee has the power to transact the business of the PCC between meetings of the Council, subject to any directions given by Council and meets four times a year. The PCC has agreed that the Standing Committee should also act in support of the Treasurer, although decisions about finance remain the responsibility of the full PCC.
Individual Church Committees
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 clergy or an elected lay officer. These bodies deal with the day-to-day running 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 through it to the PCC.
CHURCH MEMBERSHIP AND ATTENDANCE
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 2024 the number of members reported was 345.
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 2024 by Ian Bandy, a previous treasurer, and also by the Finance & Stewardship Committee. He is also very grateful for all the work the book-keeper (Melanie Dyke) does.
The accounts have been inspected by David Tyrrall FCMA and his signed report is included with the accounts.
The reserves policy of the PCC is to maintain a balance on unrestricted funds. In March 2023 the PCC agreed to reduce the reserves figure from 6 months to 3 months with an annual review. This equates to £82,000, approximately three months’ unrestricted payments, to cover emergencies that may from time to time arise. Current unrestricted reserves equate to approximately 0.8 month’s payments.
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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 2024 the PCC has unrestricted funds of £22,458 (2023: £30,738), Restricted funds of £255,729 (2023: £257,289) and Endowment funds of £174,072 (2023: £193,423).
In 2023 and 2024, the Parish was very grateful to receive generous legacies from former faithful members of our congregations. This has enabled us to open a deposit account which has paid interest into our general fund.
The review of the PCC’s historic Endowment funds undertaken by David Williams has continued. The amendments approved by the Charity Commission to individual trusts’ terms and conditions are now enabling us to use these funds in a way that better meets the needs for the Parish today and into the future. It was particularly gratifying to obtain Charity Commission approval for cessation of the Bennett loan recoupment arrangements which will save the PCC £27,000 in repayment instalments over future years.
RISK MANAGEMENT
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 2024 reviewing and proposing budget amendments to the Trustees at the PCC as appropriate.
A Safeguarding Children and Vulnerable Adults Policy has been adopted, with each church in the Team having a nominated Parish Safeguarding Officer who also acts as Verifier to manage Disclosure & 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 safeguarding training. Safeguarding issues are discussed at each Standing Committee and PCC meetings and current policies and training 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 2008). The paragraphs above and below set out the PCCs activities, achievements and performance during the year, which are directly related to the objects and purposes for which the church exists.
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The church achieves its principal objects and purposes through:
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high quality public worship, both traditional and contemporary
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pastoral care and support of those in need
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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 1 and 2 of the Charity Commission Principles on Public Benefit.
Mission Statement – The Parish of Swanage is part of the Swanage and Studland Team Ministry which promotes the following mission ethos: The churches of the Swanage 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
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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 Secretary’s report:
In accordance with the objectives listed above the PCC moved to achieve its aims in 2024 through the following:
The PCC scheduled four meetings for the 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 during 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, Ian Bandy and the Finance and Stewardship Committee for careful and considered advice regarding management of investments and of the PCC budget. The Parish Giving Scheme (PGS) and donation stations installed in 2021 in St. Mary’s and All Saints churches has resulted in congregations and visitors continuing to be generous. This year through legacies has enabled the PCC to meet increasing financial demands. The Revd Natalie Davies joined us at the end of June 2024. The full minutes of the PCC meetings are made freely available in the individual churches for all Church members and interested others. Information about the activities of the three individual churches is recorded in the PCC’s annual report booklet for 2024.
Swanage Team Ministry:
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 Virgin in central Swanage, supported by the Team Vicar, based at All Saints Church in north Swanage. 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 integral part of the benefice Team, is managed day-to-day by Resident Priest the Revd. Tony Higgins, with the PCC being 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. Up till September 2024 several of our retired priests have led services in the neighbouring St Aldhelm’s Benefice during vacancies there.
Each church in the team is individual, meeting the needs of its congregation and together 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 2024 the three churches have continued to deepen their sense of teamwork, cooperation 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 Churches Together in Swanage, 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 Food Bank is run ecumenically and has been developed to meet the ever-increasing needs of the community which has been of particular importance and support
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to many families during 2023. Churches Together in Swanage set up an active group to consider the plight of refugees which includes members of the helping agencies and other members of the community with specific skills.
The Wave Christian Youth Project – Berno Vierbergen, Team Youth Minister who had been working with The Wave resigned in August 2024. We wish him well in his new post as Associate Pastor at Bransgore Community Church. In the Autumn, the Trustees of the Wave Christian Youth Project took the difficult decision to cease the charity’s activities with youth, namely school based mentoring, supporting Christian Union in Swanage and Purbeck Schools and two groups that met at Emmanuel Baptist Church. The trustees are considering how best to support children and youth activities in Swanage.
| Occasional Offices and Life Event Services in the 3 Parish Churches |
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|---|---|
| Baptisms | 2 (2 children) |
| Re-affirmation of Baptismal Vows | 0 |
| Thanksgiving for the gift of a child | 0 |
| Confirmation | 0 |
| Weddings | 3 |
| Funerals at Church | 28 |
| Funerals at Crematorium | 14 |
| ThanksgivingServices | 2 |
Occasional Office and Life Event services in Swanage Parish for 2024.
The Team churches
St Mary’s
The Parish Church of St. Mary the Virgin, Swanage, is a large, 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 rung 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 Aldhelm’s Chapel and the Blessed Sacrament is 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 Bridget Coffin, ably assisted by a team of volunteers.
The Junior Church for primary age children ran in parallel with the 10.30am Sunday Choral Eucharist and provides activity, instruction and simple worship, until the end of July 2024. We thank Hatty Fawcett, who has retired from this role and her volunteer parents. On the first Sunday of the month, in our Family Eucharist, our Junior Choir members are involved in reading scripture, leading prayers, welcoming and serving refreshments. Friday Fun Club (for around 8-13 yr olds) has gone
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from strength to strength. Members are drawn mainly, but not exclusively, from Junior Church and meeting on Fridays 6.30-8pm in term time. The group was led till July by Berno Vierbergen, our Team Youth Minister. Since then, volunteer members of St Mary’s congregation along with Revd Natalie Davies have ably led sessions. Though linked to St Mary’s Junior 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 hosted a Civic Service, marking the 50[th] anniversary of Swanage Town Council, the Town Remembrance Day Service and the Town Carol Service. This year we also hosted The Swanage Folk Festival Service.
“Come and Sing” Choral Evensong, held once a month, continues to thrive. Nationally recognised Directors of Music rehearse St Mary’s 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 conducting being experienced.
St Mary’s Junior Choir is directed by David Fawcett, Associate Director of Music and continues to grow and develop. 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, joins the adult choir for a family-oriented Choral Eucharist and Evensong each month and for special services such as the Town Carol Service and Crib Service.
St Mary’s hosted a number of special musical events both by local musicians, choirs and singers, and visiting professionals. Concerts were hosted during Purbeck Arts Week, Purbeck Chamber Music Festival, and several local choirs have held concerts in the church during 2024. Also, St Mary’s was one of the venues for the 2024 Purbeck Film Festival.
Pastoral care has continued and the Pastoral Team relaunched the St Mary’s Prayer Circles to pray for those chronically ill or with long term needs. During the year those requesting prayer were prayed for in Daily Morning Prayer held in St Aldhelm’s Chapel, St Mary’s and at our Sunday services. Home Communions continued to those housebound. The Pastoral Team provides a chaplaincy function for the 15-bed Swanage Hospital when needed.
T-Pot has continued to meet every Wednesday morning, co-ordinated by Mary Bevis and her volunteers. This group provides refreshments and fellowship and meets informally in the Rectory Classroom, a small hall by the church. It welcomes up to 40 both regular and occasional visitors and is highly 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 1872, using local Purbeck stone from the quarries which provided a livelihood for many local families. The regular congregation includes many lifelong members and a strong bond continues between church and the community of Herston.
St Mark’s celebrated its 150[th] 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 have
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continued through subsequent years. The emphasis of these events has been re-connecting with the local community. Events have been accompanied by a significant increase in publicity. More recently, St Mark’s has established the Herston Junior Singing Club, working with local children from school years 3-6. Church members pray for every street in the Herston Community through the Herston Prayer Cycle. Since April 2022, the Revd David Richards has served 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. Music is varied, and includes traditional hymns, anthems and Communion settings from choir and organ and more contemporary music from a worship band. We are blessed with a number of very skilled musicians. On the last Sunday of each month there is the monthly Celebration! Service – 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 regular 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 continued, with collective worship conducted by David and Carol Richards every Monday. The school pupils and staff visit the church 3 times per year for special services. A full report of work with schools is contained elsewhere in the report. The 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. 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 of the community are met by lay and ordained members of the church.
All Saints
All Saints Church continues to be a caring church family of like-minded Christians; committed to one another and to the church’s strapline of living, loving and serving together.
Our Bible verse for 2024 was from Philippians 3:13-14 “But one thing I do: Forgetting what is behind and straining toward what is ahead, I press on toward the goal to win the prize for which God has called me heavenward in Christ Jesus.” And we focused during the first half of the year on pressing on into the work of God, particularly through a 24 hour prayer room which we ran in All Saints in May.
We began the year, meeting across 3 congregations each Sunday morning: 8am communion service (a simple Common Worship service), Breakfast@9 (an interactive all age service with a croissant breakfast and craft) and the 10:30am service (a more contemporary style with monthly communion) and a fortnightly informal evening time of worship. However, during the year we reorganized to 2 morning congregations at 8am and 10:30am, restarting a Junior Church programme to run alongside the 10:30am service on 3 out of the 4 weeks. Both morning services have been thriving, and our fresh expression of monthly Café Church continues to reach out to those who prefer a more informal discursive style.
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Many members of the church also participate in house groups for midweek fellowship, bible study and prayer, meeting on a weekly or fortnightly basis. We started the year with 5 small groups and ended with 6. We continued our weekly prayer meetings on Thursday mornings as well as having a special day of prayer and fasting for a family in particular need.
As well as powerful services at Easter, Pentecost and Christmas, other highlights of the church year included the arrival of new stackable lightweight chairs for the church, the development of our musical worship with new members joining the worship band, the occasional singers joining the Town carol service as well as the All Saints community carols event, and perhaps most excitingly an Autumn Alpha course which significantly impacted the 9 attendees. All Saints threw themselves into the new opportunities afforded by the Carnival tent and Carnival Praise service in the main marquee.
We also enjoyed a new Maundy Thursday reflective meal, a trip by some to the Big Church Festival, a church picnic whilst the Medeiros family were with us in July, Hugo Calvo-Westcott’s baptism in August and a big celebration service and lunch for the Vierbergen family in September. [Berno Vierbergen, Youth Minister here for a number of years, took up a new appointment in September as Assistant Minister in Bransgore.] In October, many of the church family took part in a new initiative “Host a roast”, enjoying Sunday lunch in one another’s homes and getting to know different people as well as strengthening existing relationships.
Our pastoral care team continue to visit many individuals and regularly go into Cliff Top Care Home. The Gainsborough tragedy in October and subsequent evacuation of the care home residents into our building gave us the opportunity, albeit rather suddenly, to reach out to this part of our community and, we were truly grateful to all those who responded in so many different ways. This evacuation happened in the midst of a long-awaited upgrade to our AV system, and we were very appreciative of the patience and hard work of our contractors who managed to complete the work installing 2 new TV screens and additional speakers, despite a day’s disruption.
The All Saints’ family has continued to invest in several Mission Partnerships both at home and overseas, with financial gifts, prayers, and where possible practical support and visits. During 2024, most of our partners were able to visit All Saints and share with us – Pat Blanchard representing CMS in February, Daniel & Sarah Medeiros (in Brazil) in July, Peter Armstrong representing Tearfund in August and Ember Liddiard working with Youth For Christ in Botswana, in December. We also continued to support the work of Studland camps and were able to host one of their teams for their pre-camp leaders’ training. All Saints was also pleased to be able to host a social action day for Hants & Dorset Christian Youth Camps in August and we anticipate that this relationship will continue in future years.
During the year one of our younger church members spent a month in Uganda with Lightforce international on a short term mission trip and another spent 5 months on a discipleship training programme with Catch the Fire in Toronto.
Grateful thanks go to the many volunteers who lead and serve in the numerous ministries that make up every day All Saints’ church life. As we move into 2025, we seeking to Keep in Step with the Spirit (our verse for 2025) to continue “Making Jesus known” in Swanage and wider afield.
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Schools’ ministry across the team
The team continues to have strong links with St Mark’s CE Primary School with three church members now acting as the Foundation Governors responsible for Christian Distinctiveness: Carol Richards (St 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 Mary’s) also started in 2023 with special focus on SIAMS.
Dave and Carol Richards, based at St Mark’s Church, have continued to work hard to strengthen connections between St Mark’s School and Church.. They continue to lead the weekly Monday Collective Worship, using the Roots and Fruits 2 material; focusing on different Christian Values every half term. Year 3 pupils visited St Mark’s Church in March for a tour of the building, with particular learning about the Last Supper and Holy Communion, and Reception children visited to learn about a church building and what happens inside it. School services (for KS1 and KS2 separately to allow parents to attend) were held in church or school (weather dependent!) for Easter and Harvest, with Christingle services and a Carol Service at Christmas. Year 5 children helped to prepare all of these services, and wrote the prayers which they read out in the KS2 services. Year 6 pupils read from the Bible in the KS2 services.
On the last Sunday in April, St Mark’s Day was celebrated jointly by the Church and School. David Richards also took part in the School Leavers Assembly at the end of the Summer term and presented each leaver with a Scripture Union book to help their transition to Secondary School. (Leavers’ Bibles were provided by the Trinitarian Bible Society).
Church members baked and donated cakes for the school staff at the beginning of the Summer and Autumn terms. A Book Shed for the Playground was donated by a St Mark’s Church member. The Church supported the school in prayer before and during the successful OFSTED inspection.
Carol Richards once again organised a joint St Mark’s Church and School Christmas Tree for the Purbeck Christmas Tree Festival, with children from the school making the decorations and decorating the tree.
During the Spring and Summer terms, members of all 3 Swanage churches continued to visit Reception-Year 1 class on a weekly basis to read Bible stories to the children. Sadly the timetable for the new School year did not allow this to continue in the Autumn term, but the team have now transitioned to do a similar reading programme in Corfe Castle CE Primary School.
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.
In 2024 we were excited to add Swanage Primary School into the local school assembly rota; who along with St Mark’s CE Primary School, Corfe Castle CE Primary School and St Mary’s Roman Catholic Primary School mean that 5 local primary schools are visited by a member of clergy each week. This year Rev Ian Bird & Rev Joanna Levasier were joined by Rev Lindy Cameron, Revs Richard and Louise White from the St Aldhelm benefice as they began their news posts, as well as our curate Rev Natalie Davies after joining us in July. We were sad to lose Katrina Greetham from the Salvation Army in April as she moved to work in the Poole circuit.
The Bible society ran a training session in Swanage for local Open the Book teams in January 2024, and the Swanage Open the Book team (containing members of St Mary’s and All Saints as well as other local churches) continued to visit 4 local primary schools twice termly to present Bible stories as part of the collective worship programme.
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Ian Bird and St Mary’s Church being very pleased to be able to welcome Swanage Primary School to celebrate Christmas, once again running both a Christingle service for the whole school and hosting the school Carol Service for KS2 and their parents. Joanna Levasier and All Saints were pleased to host and run St Mary’s RC primary school Christingle Service for Year 3-4 and parents. During the vacancy at Corfe Castle, Joanna Levasier continued to support Corfe Castle Primary School with their Easter service & leavers event.
Our big new initiative for 2024 was the Purbeck Year 6 Leavers service in July to which we welcomed 9 primary schools from around the Purbeck Deanery: 7 Church of England schools, one Roman Catholic and one Community school, some 240 children attending. The event was based at St Mary’s Church and some activities were also held at the nearby Methodist and URC church buildings. We were blessed with a great team of volunteers from a variety of local churches as well as clergy from around the Purbeck deanery. The event provided the opportunity for the children to reflect on their primary school experience using the words Wow, Thanks & Regret and to look forward with Please . We look forward to running this event in future years.
Our church volunteers
The PCC is very grateful 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 invaluable and enthusiastic support given by the retired clergy across in the parish.
Approved by the Trustees and signed on their behalf by:
Date: …19[th] March 2025
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Independent Examinerfs Report to the Parochial Church Council of the Ecclesiastlcal Parish of Swanage I report to the trustees on my examination of the accounts of the above charity 1.the charitfl for the year ended 31" December 2024. Respertive responsibilities The charity's trustees are responsible for the preparation of the accounts in accordance with the requirements of the Charities Att 20111.the Act"). I report in respett of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515)Ib} of the Att. Independent Examinerfs statement The charity's gross income exceeded £250,000 and l am quallfied to undertake the examination by being a qualified member ofThe Chartered Institute of Management Accountants. I have completed my examination. I conflrm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act; or the accounts did not accord with the accounting records; or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf view which Is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examlnation to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Date: lozs Mr David Tyrrall FCMA Flat S Melsan Court 13 Park Road Swanage Dorset BH19 2AA 13
The Parochial Church Council of the Ecclesiastical Parish of Swanage
Statement of Financial Activities for the Year Ended 31 December 2024
| Note Incoming resources Incoming resources from generated funds Donations 2 Legacies 3 Other income 4 Investment income 5 Total incoming resources Resources expended Charitable activities 6 Total resources expended Net incoming/ (outgoing) resources before transfers Transfers Gross transfer between funds Net incoming/ (outgoing) resources before other recognised gains and losses Other recognised gains and losses Gains/(losses) on investment assets Net movement in funds Reconciliation of funds Total funds brought forward 11, 12 Total funds carried forward 11, 12 |
Unrestricted Funds Restricted Funds Endowment Funds Total Funds 2024 Total Funds 2023 £ £ £ £ £ 187,099 30,526 - 217,625 244,008 1,000 85,000 - 86,000 111,334 48,122 - - 48,122 41,363 621 5,725 6,526 12,872 10,679 |
|---|---|
| 236,842 121,251 6,526 364,619 407,383 |
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| 329,712 47,760 22,955 400,427 360,036 |
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| 329,712 47,760 22,955 400,427 360,036 |
|
| (92,870) 73,491 (16,429) (35,808) 47,347 83,544 (77,017) (6,526) - - |
|
| (9,326) (3,527) (22,955) (35,808) 47,347 1,047 1,967 3,604 6,618 17,102 |
|
| (8,279) (1,560) (19,350) (29,190) 64,449 30,738 257,289 193,423 481,449 417,001 |
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| 22,458 255,729 174,072 452,259 481,449 |
The notes on pages 16 to 20 form an integral part of these financial statements Page 14
The Parochial Church Council of the Ecclesiastical Parish of Swanage
Balance Sheet as at 31 December 2024
| 2024 | 2023 | |||||
|---|---|---|---|---|---|---|
| Note | £ | £ | £ | £ | ||
| Fixed Assets | ||||||
| Investments | 10 | 321,083 | 323,012 | |||
| Current Assets | ||||||
| Debtors | 2,800 | - | ||||
| Cash at bank and in hand | 130,966 | 164,157 | ||||
| 133,766 | 164,157 | |||||
| Creditors: Amounts | ||||||
| falling due within one | ||||||
| year | (2,590) | (5,720) | ||||
| Net current assets | 131,177 | 158,437 | ||||
| Net assets | 452,259 | 481,449 | ||||
| The funds of the charity: | ||||||
| Endowment funds | 11,12 | 174,072 | 193,423 | |||
| Restricted funds | 11, 12 | 255,729 | 257,289 | |||
| Unrestricted funds | ||||||
| Designated | 11, 12 | 58,139 | 66,982 | |||
| General | 11, 12 | (35,681) | (36,244) | |||
| Total Unrestricted | 22,458 | 30,738 | ||||
| Total charity funds | 11, 12 | 452,259 | 481,449 |
Approved by the Trustees and signed on their behalf by:
……………………….. (print name)
Date: 12 March 2025
The notes on pages 16 to 20 form an integral part of these financial statements Page 15
The Parochial Church Council of the Ecclesiastical Parish of Swanage
Notes to the Financial Statements for the Year Ended 31 December 2024
1 Accounting policies
Basis of preparation
The Parochial Church Council (PCC) is a public benefit entity within the meaning of Financial Reporting Standard (FRS) 102. The financial statements have been prepared under the Charities Act 2011 and in accordance with the Church Accounting Regulations 2006 governing the individual accounts of PCCs, and with the Regulations' "true and fair view" provisions, together with FRS102 (2016) as the applicable accounting standards and the 2016 version of the Statement of Recommended Practice: Accounting and Reporting by Charities issued March 2005 (SORP (FRS102)).
The financial statements have been prepared under the historical cost convention except for the valuation of investment assets, which are shown at market value.
Funds
General funds represent the funds of the PCC that are not subject to any restrictions regarding their use and are available for application on the general purposes of the PCC.
Designated funds are a part of unrestricted funds which the PCC have set aside or earmarked to be used for a particular purpose.
Restricted funds are those funds that the PCC are obliged to spend only on the particular purposes set out by the donor.
Endowment funds are another form of Restricted fund where the capital money given to the PCC comes with the specific instruction that only the income gained from investing the money can be spent.
Income
Income is recognised in the Statement of Financial Activities (SOFA) when the PCC becomes legally entitled to the use of the resources.
Grants and donations and their associated Gift Aid or other tax claims are included in the SOFA when any preconditions preventing their use by the PCC have been met. ~~Th~~ is is when the funds are received.
Income raised from events is reported gross in the SOFA - i.e. before any related costs that may have been deducted from the gross proceeds.
Investment income is included in the accounts when receivable.
Any gain or loss on the sale of investments and any gain or loss resulting from revaluing investments to fair value is included at the end of the year.
Expenditure and liabilities
Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.
Liabilities are recognised as soon as there is a legal or constructive obligation and settlement is probable and quantifiable.
All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category.
Governance costs
Governance costs include costs of the preparation and examination of the statutory accounts, the costs of trustee meetings and the cost of any legal advice to trustees on governance or constitutional matters.
The notes on pages 16 to 20 form an integral part of these financial statements Page 16
The Parochial Church Council of the Ecclesiastical Parish of Swanage
Notes to the Financial Statements for the Year Ended 31 December 2024
…….continued
2 Voluntary income
| 2 Voluntary income | |
|---|---|
| Planned giving Collections and appeals Gift Aid tax reclaimed |
Unrestricted Funds Restricted Funds Endowment Funds Total Funds 2024 Total Funds 2023 £ £ £ £ £ 136,533 19,065 - 155,598 148,892 17,068 8,037 - 25,104 56,737 33,498 3,425 - 36,923 38,379 |
| 187,099 30,526 - 217,625 244,008 |
3 Legacies
The total of £86,000 received in legacies comprised three separate legacies of £65,000, £20,000 and £1,000. These are included in note 11 Analysis of funds
4 Other income
| Hire income Church events Other income Magazine fees and donations Wedding and funeral fees |
Unrestricted Funds Restricted Funds Endowment Funds Total Funds 2024 Total Funds 2023 £ £ £ £ £ 19,146 - - 19,146 15,990 11,498 - - 11,498 11,391 - - - - 465 4,510 - - 4,510 4,674 12,968 - - 12,968 8,844 |
|---|---|
| 48,122 - - 48,122 41,363 |
Other lncome includes monies received from Studland PCC as described in note 9. It also includes income from solar panels at All Saints, insurance claims and other miscellaneous income. Magazine fees also includes monies received from Studland PCC.
5 Investment income
| 5 Investment income | |||||
|---|---|---|---|---|---|
| Unrestricted | Restricted | Endowment | Total Funds | Total Funds | |
| Funds | Funds | Funds | 2024 | 2023 | |
| £ | £ | £ | £ | £ | |
| Income from investments: see note 11 | 525 | 5,725 | 6,526 | 12,776 | 10,451 |
| Interest on cash deposits | 96 | - | - | 96 | 228 |
| 621 | 5,725 | 6,526 | 12,872 | 10,676 |
6 Analysis of Church activities
| 6 Analysis of Church activities | |
|---|---|
| Fundraising costs Publicity costs Diocesan share Employment costs (see note 8) Utility costs Insurance Music Church refurbishments Office expenses Other running costs Funeral/ wedding costs and fees Bank charges Repairs and Maintenance Missionary and Charitable Giving Clergy expenses (see note 7) |
Unrestricted Funds Restricted Funds Endowment Funds Total Funds 2024 Total Funds 2023 £ £ £ £ £ 1,429 - - 1,429 615 413 - - 413 399 158,115 - - 158,115 135,115 46,765 - - 46,765 62,453 22,360 - - 22,360 29,772 18,732 - - 18,732 11,645 16,013 34,345 - 50,358 52,715 29,202 1,458 2,510 33,170 23,188 415 10,440 17,998 28,853 4,659 6,566 - - 6,566 11,592 8,257 1,517 - 9,774 6,019 5,424 - - 5,424 9,893 10,764 - - 10,764 8,307 4,359 - 2,447 6,806 3,190 898 - - 898 474 Cost of church activities |
| 329,712 47,760 22,955 400,427 360,036 |
The notes on pages 16 to 20 form an integral part of these financial statements Page 17
The Parochial Church Council of the Ecclesiastical Parish of Swanage
Notes to the Financial Statements for the Year Ended 31 December 2024
…….continued
7 Payments to PCC members
No trustee received any remuneration during the year for serving as a trustee of the charity.
The Rector, Team Vicar, Curate and Youth Minister received payments for expenses necessarily incurred in undertaking their roles. Three other trustees received remuneration for services (verger, organist) provided to the charity.
| Clergy expenses Trustee remuneration for services provided to the charity |
2024 2023 £ £ 6,806 3,190 535 40 |
|---|---|
| 7,341 3,230 |
The £6806 in clergy expenses is included in Clergy Costs in note 6. The £535 in trustee remuneration is included in Funeral costs in note 6.
8 Employees' remuneration
The aggregate payroll costs of the employees were as follows:
| The aggregate payroll costs of the employees were as follows: | |
|---|---|
| Wages and salaries Pension Contributions Social security |
2024 2023 £ £ 43,654 57,515 3,110 4,938 - - |
| 46,765 62,453 |
No employee received payments of more than £60,000 during the year 2024 (nor in 2023) Average number of employees during the year = 3.5 (FTE = 1.7) (2024: 4.0; FTE 2.1) This £46765 in payroll costs is included in Employment costs in note 6
9 Related parties
The PCC is an unincorporated charity and as such control is vested in the members of the PCC as trustees of the Charity.
The Team Rector is chair of both Swanage PCC and Studland PCC. In 2024 £6,362 was received from Studland PCC for:
-
services (e.g. printing) provided by Swanage PCC to Studland PCC;
-
a contribution to parish office expenses;
-
a contribution to the Team Rector's expenses; and,
-
a contribution to the Youth Minister's salary
£4,162 of this income is included in Other lncome and Magazine Fees in note 4 and £2,200 in Planned Giving in note 2.
10 Fixed assets - investments
| Market Value Revaluation Additions Disposals As at 31 December 2024 As at 31 December 2023 |
£ 323,012 6,618 9,450 (17,998) |
|---|---|
| 321,083 |
All investment assets were held in the UK and invested in specific Church of England funds managed by Churches, Charities and Local Authorities (CCLA) Investment Management Limited. Income received from these investment assets is recorded in note 5
The notes on pages 16 to 20 form an integral part of these financial statements Page 18
The Parochial Church Council of the Ecclesiastical Parish of Swanage
Notes to the Financial Statements for the Year Ended 31 December 2024
| …….continued | |||||||
|---|---|---|---|---|---|---|---|
| 11 Analysis of funds | |||||||
| At | 1 | Other | At 31 | ||||
| January | Incoming | Resources | recognised | December | |||
| 2024 | resources | expended | Transfers | gains/losses | 2024 | ||
| £ | £ | £ | £ | £ | £ | ||
| Unrestricted funds | |||||||
| Designated funds | 66,982 | 11,433 | (10,014) | (10,261) | - | 58,139 | |
| General funds | (36,244) | 225,409 | (319,698) | 93,805 | 1,047 | (35,681) | |
| Total Unrestricted funds | 30,738 | 236,842 | (329,712) | 83,544 | 1,047 | 22,458 | |
| Restricted Funds | |||||||
| Restricted fund | 257,289 | 121,251 | (47,760) | (77,017) | 1,967 | 255,729 | |
| Permanent Endowment | |||||||
| funds | |||||||
| Endowment | 193,423 | 6,526 | (22,955) | (6,526) | 3,604 | 174,072 | |
| 481,449 | 364,619 | (400,427) | 0 | 6,618 | 452,259 | ||
| At 31 | At 31 | ||||||
| December | December | ||||||
| Balances on Designated funds | 2024 | 2023 | |||||
| Stacey legacy | 51,735 | 58,366 | |||||
| Various smaller funds (see note 3) | 6,404 | 8,616 | |||||
| Total | 58,139 | 66,982 | |||||
| At 31 | At 31 | ||||||
| December | December | ||||||
| Balances on Restricted funds | 2024 | 2023 | |||||
| £ | £ | ||||||
| St Mark's | |||||||
| Hallsworth legacy | 52,489 | 76,225 | |||||
| Various smaller funds (see note 3) | 953 | 953 | |||||
| Total St Mark's | 53,442 | 77,178 | |||||
| St Mary's | |||||||
| Organ/ Music Fund | 12,738 | 22,780 | |||||
| Director of Music | 2,916 | 2,917 | |||||
| Various accumulated funds | 65,569 | 46,003 | |||||
| Smith legacy (see note 3) | 45,000 | - | |||||
| Clarke legacy (see note 3) | 20,000 | - | |||||
| Strickland legacy | 75,000 | 100,000 | |||||
| Total St Mary's | 221,223 | 146,004 | |||||
| All Saints' | |||||||
| Various accumulated funds | 983 | 8,311 | |||||
| PCC | 81 | 100 | |||||
| Total | 275,729 | 257,289 |
The notes on pages 16 to 20 form an integral part of these financial statements Page 19
The Parochial Church Council of the Ecclesiastical Parish of Swanage
Notes to the Financial Statements for the Year Ended 31 December 2024
…….note 11 continued
| All Saints' Bennett Legacy Bennett Recoup Ulwell Road Total All Saints' St Mark's/ St Mary's Cardew Legacy Total 12 Net assets by fund Investments Net current assets Net assets Balances on Endowment funds |
At 31 December 2024 At 31 December 2023 57,312 56,996 27,229 26,767 15,127 32,075 99,669 115,838 74,404 77,585 174,072 193,423 Unrestricted Funds Restricted Funds Endowment Funds Total Funds 2024 Total Funds 2023 £ £ £ £ £ 32,662 109,392 175,425 317,478 323,012 (10,203) 146,337 (1,352) 134,781 158,437 |
|---|---|
| 22,458 255,729 174,072 452,259 481,449 |
The notes on pages 16 to 20 form an integral part of these financial statements Page 20
The Parochial Church Council of the Ecclesiastical Parish of Swanage
Statement of Financial Activities for the Year Ended 31 December 2024
| Note Incoming resources Incoming resources from generated funds Donations 2 Legacies 3 Other income 4 Investment income 5 Total incoming resources Resources expended Charitable activities 6 Total resources expended Net incoming/ (outgoing) resources before transfers Transfers Gross transfer between funds Net incoming/ (outgoing) resources before other recognised gains and losses Other recognised gains and losses Gains/(losses) on investment assets Net movement in funds Reconciliation of funds Total funds brought forward 11, 12 Total funds carried forward 11, 12 |
Unrestricted Funds Restricted Funds Endowment Funds Total Funds 2024 Total Funds 2023 £ £ £ £ £ 187,099 30,526 - 217,625 244,008 1,000 85,000 - 86,000 111,334 48,122 - - 48,122 41,363 621 5,725 6,526 12,872 10,679 |
|---|---|
| 236,842 121,251 6,526 364,619 407,383 |
|
| 329,712 47,760 22,955 400,427 360,036 |
|
| 329,712 47,760 22,955 400,427 360,036 |
|
| (92,870) 73,491 (16,429) (35,808) 47,347 83,544 (77,017) (6,526) - - |
|
| (9,326) (3,527) (22,955) (35,808) 47,347 1,047 1,967 3,604 6,618 17,102 |
|
| (8,279) (1,560) (19,350) (29,190) 64,449 30,738 257,289 193,423 481,449 417,001 |
|
| 22,458 255,729 174,072 452,259 481,449 |
The notes on pages 16 to 20 form an integral part of these financial statements Page 14
The Parochial Church Council of the Ecclesiastical Parish of Swanage
Balance Sheet as at 31 December 2024
| 2024 | 2023 | |||||
|---|---|---|---|---|---|---|
| Note | £ | £ | £ | £ | ||
| Fixed Assets | ||||||
| Investments | 10 | 321,083 | 323,012 | |||
| Current Assets | ||||||
| Debtors | 2,800 | - | ||||
| Cash at bank and in hand | 130,966 | 164,157 | ||||
| 133,766 | 164,157 | |||||
| Creditors: Amounts | ||||||
| falling due within one | ||||||
| year | (2,590) | (5,720) | ||||
| Net current assets | 131,177 | 158,437 | ||||
| Net assets | 452,259 | 481,449 | ||||
| The funds of the charity: | ||||||
| Endowment funds | 11,12 | 174,072 | 193,423 | |||
| Restricted funds | 11, 12 | 255,729 | 257,289 | |||
| Unrestricted funds | ||||||
| Designated | 11, 12 | 58,139 | 66,982 | |||
| General | 11, 12 | (35,681) | (36,244) | |||
| Total Unrestricted | 22,458 | 30,738 | ||||
| Total charity funds | 11, 12 | 452,259 | 481,449 |
Approved by the Trustees and signed on their behalf by:
……………………….. (print name)
Date: 12 March 2025
The notes on pages 16 to 20 form an integral part of these financial statements Page 15
The Parochial Church Council of the Ecclesiastical Parish of Swanage
Notes to the Financial Statements for the Year Ended 31 December 2024
1 Accounting policies
Basis of preparation
The Parochial Church Council (PCC) is a public benefit entity within the meaning of Financial Reporting Standard (FRS) 102. The financial statements have been prepared under the Charities Act 2011 and in accordance with the Church Accounting Regulations 2006 governing the individual accounts of PCCs, and with the Regulations' "true and fair view" provisions, together with FRS102 (2016) as the applicable accounting standards and the 2016 version of the Statement of Recommended Practice: Accounting and Reporting by Charities issued March 2005 (SORP (FRS102)).
The financial statements have been prepared under the historical cost convention except for the valuation of investment assets, which are shown at market value.
Funds
General funds represent the funds of the PCC that are not subject to any restrictions regarding their use and are available for application on the general purposes of the PCC.
Designated funds are a part of unrestricted funds which the PCC have set aside or earmarked to be used for a particular purpose.
Restricted funds are those funds that the PCC are obliged to spend only on the particular purposes set out by the donor.
Endowment funds are another form of Restricted fund where the capital money given to the PCC comes with the specific instruction that only the income gained from investing the money can be spent.
Income
Income is recognised in the Statement of Financial Activities (SOFA) when the PCC becomes legally entitled to the use of the resources.
Grants and donations and their associated Gift Aid or other tax claims are included in the SOFA when any preconditions preventing their use by the PCC have been met. ~~Th~~ is is when the funds are received.
Income raised from events is reported gross in the SOFA - i.e. before any related costs that may have been deducted from the gross proceeds.
Investment income is included in the accounts when receivable.
Any gain or loss on the sale of investments and any gain or loss resulting from revaluing investments to fair value is included at the end of the year.
Expenditure and liabilities
Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.
Liabilities are recognised as soon as there is a legal or constructive obligation and settlement is probable and quantifiable.
All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category.
Governance costs
Governance costs include costs of the preparation and examination of the statutory accounts, the costs of trustee meetings and the cost of any legal advice to trustees on governance or constitutional matters.
The notes on pages 16 to 20 form an integral part of these financial statements Page 16
The Parochial Church Council of the Ecclesiastical Parish of Swanage
Notes to the Financial Statements for the Year Ended 31 December 2024
…….continued
2 Voluntary income
| 2 Voluntary income | |
|---|---|
| Planned giving Collections and appeals Gift Aid tax reclaimed |
Unrestricted Funds Restricted Funds Endowment Funds Total Funds 2024 Total Funds 2023 £ £ £ £ £ 136,533 19,065 - 155,598 148,892 17,068 8,037 - 25,104 56,737 33,498 3,425 - 36,923 38,379 |
| 187,099 30,526 - 217,625 244,008 |
3 Legacies
The total of £86,000 received in legacies comprised three separate legacies of £65,000, £20,000 and £1,000. These are included in note 11 Analysis of funds
4 Other income
| Hire income Church events Other income Magazine fees and donations Wedding and funeral fees |
Unrestricted Funds Restricted Funds Endowment Funds Total Funds 2024 Total Funds 2023 £ £ £ £ £ 19,146 - - 19,146 15,990 11,498 - - 11,498 11,391 - - - - 465 4,510 - - 4,510 4,674 12,968 - - 12,968 8,844 |
|---|---|
| 48,122 - - 48,122 41,363 |
Other lncome includes monies received from Studland PCC as described in note 9. It also includes income from solar panels at All Saints, insurance claims and other miscellaneous income. Magazine fees also includes monies received from Studland PCC.
5 Investment income
| 5 Investment income | |||||
|---|---|---|---|---|---|
| Unrestricted | Restricted | Endowment | Total Funds | Total Funds | |
| Funds | Funds | Funds | 2024 | 2023 | |
| £ | £ | £ | £ | £ | |
| Income from investments: see note 11 | 525 | 5,725 | 6,526 | 12,776 | 10,451 |
| Interest on cash deposits | 96 | - | - | 96 | 228 |
| 621 | 5,725 | 6,526 | 12,872 | 10,676 |
6 Analysis of Church activities
| 6 Analysis of Church activities | |
|---|---|
| Fundraising costs Publicity costs Diocesan share Employment costs (see note 8) Utility costs Insurance Music Church refurbishments Office expenses Other running costs Funeral/ wedding costs and fees Bank charges Repairs and Maintenance Missionary and Charitable Giving Clergy expenses (see note 7) |
Unrestricted Funds Restricted Funds Endowment Funds Total Funds 2024 Total Funds 2023 £ £ £ £ £ 1,429 - - 1,429 615 413 - - 413 399 158,115 - - 158,115 135,115 46,765 - - 46,765 62,453 22,360 - - 22,360 29,772 18,732 - - 18,732 11,645 16,013 34,345 - 50,358 52,715 29,202 1,458 2,510 33,170 23,188 415 10,440 17,998 28,853 4,659 6,566 - - 6,566 11,592 8,257 1,517 - 9,774 6,019 5,424 - - 5,424 9,893 10,764 - - 10,764 8,307 4,359 - 2,447 6,806 3,190 898 - - 898 474 Cost of church activities |
| 329,712 47,760 22,955 400,427 360,036 |
The notes on pages 16 to 20 form an integral part of these financial statements Page 17
The Parochial Church Council of the Ecclesiastical Parish of Swanage
Notes to the Financial Statements for the Year Ended 31 December 2024
…….continued
7 Payments to PCC members
No trustee received any remuneration during the year for serving as a trustee of the charity.
The Rector, Team Vicar, Curate and Youth Minister received payments for expenses necessarily incurred in undertaking their roles. Three other trustees received remuneration for services (verger, organist) provided to the charity.
| Clergy expenses Trustee remuneration for services provided to the charity |
2024 2023 £ £ 6,806 3,190 535 40 |
|---|---|
| 7,341 3,230 |
The £6806 in clergy expenses is included in Clergy Costs in note 6. The £535 in trustee remuneration is included in Funeral costs in note 6.
8 Employees' remuneration
The aggregate payroll costs of the employees were as follows:
| The aggregate payroll costs of the employees were as follows: | |
|---|---|
| Wages and salaries Pension Contributions Social security |
2024 2023 £ £ 43,654 57,515 3,110 4,938 - - |
| 46,765 62,453 |
No employee received payments of more than £60,000 during the year 2024 (nor in 2023) Average number of employees during the year = 3.5 (FTE = 1.7) (2024: 4.0; FTE 2.1) This £46765 in payroll costs is included in Employment costs in note 6
9 Related parties
The PCC is an unincorporated charity and as such control is vested in the members of the PCC as trustees of the Charity.
The Team Rector is chair of both Swanage PCC and Studland PCC. In 2024 £6,362 was received from Studland PCC for:
-
services (e.g. printing) provided by Swanage PCC to Studland PCC;
-
a contribution to parish office expenses;
-
a contribution to the Team Rector's expenses; and,
-
a contribution to the Youth Minister's salary
£4,162 of this income is included in Other lncome and Magazine Fees in note 4 and £2,200 in Planned Giving in note 2.
10 Fixed assets - investments
| Market Value Revaluation Additions Disposals As at 31 December 2024 As at 31 December 2023 |
£ 323,012 6,618 9,450 (17,998) |
|---|---|
| 321,083 |
All investment assets were held in the UK and invested in specific Church of England funds managed by Churches, Charities and Local Authorities (CCLA) Investment Management Limited. Income received from these investment assets is recorded in note 5
The notes on pages 16 to 20 form an integral part of these financial statements Page 18
The Parochial Church Council of the Ecclesiastical Parish of Swanage
Notes to the Financial Statements for the Year Ended 31 December 2024
| …….continued | |||||||
|---|---|---|---|---|---|---|---|
| 11 Analysis of funds | |||||||
| At | 1 | Other | At 31 | ||||
| January | Incoming | Resources | recognised | December | |||
| 2024 | resources | expended | Transfers | gains/losses | 2024 | ||
| £ | £ | £ | £ | £ | £ | ||
| Unrestricted funds | |||||||
| Designated funds | 66,982 | 11,433 | (10,014) | (10,261) | - | 58,139 | |
| General funds | (36,244) | 225,409 | (319,698) | 93,805 | 1,047 | (35,681) | |
| Total Unrestricted funds | 30,738 | 236,842 | (329,712) | 83,544 | 1,047 | 22,458 | |
| Restricted Funds | |||||||
| Restricted fund | 257,289 | 121,251 | (47,760) | (77,017) | 1,967 | 255,729 | |
| Permanent Endowment | |||||||
| funds | |||||||
| Endowment | 193,423 | 6,526 | (22,955) | (6,526) | 3,604 | 174,072 | |
| 481,449 | 364,619 | (400,427) | 0 | 6,618 | 452,259 | ||
| At 31 | At 31 | ||||||
| December | December | ||||||
| Balances on Designated funds | 2024 | 2023 | |||||
| Stacey legacy | 51,735 | 58,366 | |||||
| Various smaller funds (see note 3) | 6,404 | 8,616 | |||||
| Total | 58,139 | 66,982 | |||||
| At 31 | At 31 | ||||||
| December | December | ||||||
| Balances on Restricted funds | 2024 | 2023 | |||||
| £ | £ | ||||||
| St Mark's | |||||||
| Hallsworth legacy | 52,489 | 76,225 | |||||
| Various smaller funds (see note 3) | 953 | 953 | |||||
| Total St Mark's | 53,442 | 77,178 | |||||
| St Mary's | |||||||
| Organ/ Music Fund | 12,738 | 22,780 | |||||
| Director of Music | 2,916 | 2,917 | |||||
| Various accumulated funds | 65,569 | 46,003 | |||||
| Smith legacy (see note 3) | 45,000 | - | |||||
| Clarke legacy (see note 3) | 20,000 | - | |||||
| Strickland legacy | 75,000 | 100,000 | |||||
| Total St Mary's | 221,223 | 146,004 | |||||
| All Saints' | |||||||
| Various accumulated funds | 983 | 8,311 | |||||
| PCC | 81 | 100 | |||||
| Total | 275,729 | 257,289 |
The notes on pages 16 to 20 form an integral part of these financial statements Page 19
The Parochial Church Council of the Ecclesiastical Parish of Swanage
Notes to the Financial Statements for the Year Ended 31 December 2024
…….note 11 continued
| All Saints' Bennett Legacy Bennett Recoup Ulwell Road Total All Saints' St Mark's/ St Mary's Cardew Legacy Total 12 Net assets by fund Investments Net current assets Net assets Balances on Endowment funds |
At 31 December 2024 At 31 December 2023 57,312 56,996 27,229 26,767 15,127 32,075 99,669 115,838 74,404 77,585 174,072 193,423 Unrestricted Funds Restricted Funds Endowment Funds Total Funds 2024 Total Funds 2023 £ £ £ £ £ 32,662 109,392 175,425 317,478 323,012 (10,203) 146,337 (1,352) 134,781 158,437 |
|---|---|
| 22,458 255,729 174,072 452,259 481,449 |
The notes on pages 16 to 20 form an integral part of these financial statements Page 20