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2022-12-31-accounts

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ALDHELM, PURBECK ANNUAL REPORT AND FINANCIAL STATEMENT FOR THE 15 MONTHS ENDED 31st DECEMBER 2022 CHARrrY REGISTRATION No: 1196110

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIAsfIcAL PARISH OF ST ALDHELM. PURBECK REi>oKf AND ACcOUP￿s FOR THE 15 MONTHS ENDED 3tst DECEMBER 2022 Contents Trustees Annual Report Referen￿ and klmln6trative D&ails Strutture, Governan￿ and Manageff£nt Objects and Activities Achlevements and Perfornwn Trustees. Rwonslbllltles Report of the Independent Examlr 10 Statement of Financlal Actlvltks 11 Balance Sheet 12 Notes to the Accounts 13-20

ThE PAROCHXAL CHURCH COUNCIL OF THE EC(IESIAStICAL PARISH OF ST ALDHELM, PURBEa( TRUSTEES. ANNUAL REPORT FOR THE 15 Mofmis ENDED 31st DECEMBER X122 REFERENCE AND ADMINIsfRATIVE DEfAILS OF THE alARTfY, Tfs TRusfEts AIID THE PfvJiCX]4￿ CHURCH CtXJPKIL THE Working Name". ThE sr PLtlELM Charity Registe￿1 ￿rnber. 1196110 11 Cklot£r 2021 Parcth&31 ￿U[th FtAvws Meagjre (1956) a5 amended The of ￿nd Prinapal Offi￿. The Par(thial Chur(h C(xThil (PCQ The fKfNidual memfrHs of the PCC are Tr￿￿$ are Iled IndetEndent Examiw: David Tyrrall F(XA at 5, M*Affi cC￿rt 13 Park Road SvrdnJF, BH19 2AA Bank: CAF Bank Ltd 25 Hill A￿￿ Hill, W& MallwNJ Ken¢ ME19 4JQ Ltyls Bank Lon(kn, EC2V 7HN 85 Witt￿la Stre& L<xKkn, EC4V 4Er

THE PAROCHIAL CHURCH COUNCIL OF THE E(IIESIAfflCAL PARISH OF sr ALDHELM, TRUSTEES. ANNUAL REIIORT {coprfIiwED) FOR THE 15 MOtITHS ENDED 3tst DECEMBER 2022 The Parochial Churth C(XHKiI [Tr￿tee$} 2022 All monlws of the ParcK*biS Churth C￿nCil (PCC) are Tru&￿5. Ctrchair RevererKI Nid( Wd Mike Robinsc Janet Robins( Rthard Ea a)urchwarden Churthward Hon. Se• Resiwl 24105122 Reswj 24105122 Hugh C(thrane Sandy Gamer Juthrf Bames t>Jreen Fa Peter All￿n Ckwh Electal MemLv Eco 0￿mpIOn

THE PAROCHIAL CHURal COUNaL OF ThE EC(IESIASllCAL PARISH OF ST ALDHELM. PURBECK TRusfEE5' ANNUAL REPORT FOR THE 15 MoiifHS ENDED 31st DE￿NBER 2022 srRUCTUR4 GOVERNANCE AND MANAGEMEiir The Par(xthFal Churth c[￿11 vlas (nly forrnj i 2021 WKI wa5 registered as a dRrity I iith (kotr 2021 The ParcKhial ￿urth CwKiI of the E0k1a￿ Parish of St ALDHELM, PURBECK is a i Cor￿rate wtrK)se Cs)veming [k￿ment is Par(xthial thurth CruNil Powe[5 M&%ure (1956) as arnaK￿l and the Owrdi ReWe5￿kn Rules (2011). APPOIPmlJEpif OF TRUSTEES M&mbers of the Pthial Church C(xwxil (PCC) are aso lis Trustees unless dheTwise stated. Under the Church Representation Rules, dergy. churclwardens. together wilh Dtsarw and Diocesan Representatives are M￿nts￿5 of the PCC. A further seven lay members are elerted by the members wistered on the E￿oral Roll at the Annual Par￿hlat Church Meeting (APCM) . Elected Tntstees shall hokj office for three years with one third of their number standi￿￿ fly elecbon each year. In addition, there may be a maXWn￿l crf two cwt41 M￿nberS as drMin￿ by Ihe Trustees. cc￿pted members may ¢Jy serve unlil ts rext APCM APPOINTMENT OF OFFICERS In aC￿rd￿ with Cthurth Rul4 tt mil￿ of the ￿rISh shall te the Chaimian. ChairnRn armd honcnry officws are aNJ)intal at firt meetYKJ of PCC folkwing the The obptts of the (Jwity are to Ixix)th in ttE ￿la￿TrI rkirlth the wh)le misswm of The urth of England. The of gants, t￿l￿￿￿j5, facifrtis wlth the otyt cl enatAing the mlssk)n of The (Jjurth of Etty￿1 to tE fv1fil￿1.

THE PAROCHIAL CIIURCH COUNaL OF THE EaxESUfflCAL PARISH OF sr ALDHELM, PURBECK TRUSTEES. ANNUAL REpoKf (coi(llllUED) FOR THE 15 ￿l•l￿s ENDED 3tst DECEMBER 2022 SUMMARY The 15 monfts Sin￿ the was (yea￿1 have ￿ a of establishirMJ St[￿re5 as well as recow and rKommenang acbvibes after the Co¥xtr19 ￿u5 arting the w(￿eSS to fund the prOj￿t to repke the KK)f & St Nictths. AaiIEVEMENTS AND PERFORMANCE The thurth CouTh?l (PCQ fwr a yEar. MrKrte5 are kqx of all P meetings whKh ￿e tstrilxrtal to all PC£ M￿tErS to nBniv the thurth elgloral roll on With effett 2021, the separate parie5 and PCCS (f lfjiYJstci, Worth Matravers and Lang￿ matr￿ wtre unitej as the new rArsh arKI PCC Akll￿M, wthin the Benefi￿ of St Aldhelm. The Fersh is Thjw a5 a unt of thr& thurts St Aktth's Cha￿1 arKI the Ham￿n5 Cross Willage Hall felky145hip). The PCC oxrtinues to drdw memLErthip from the rJdNidual churthe5 and has estat4ished a rel&1(￿ship with trE ￿Urch CUnM￿ty TaTh & the kN21 thurd￿. We un¢kntand (￿r task in Purtvth tt> Ix: Prayer and 0￿￿nesS to the the H( Spirit Teachlng infcymed by the rn3rTrtrrfe c* scrikknre. awith3 clyvrf￿th, We1k(Taft￿ imaginatlve worthip and we￿Ir￿j and a sharal (S$c¥￿eShIp EnJoykYJ and cdetffabng the tEathy cfj the na￿rdI world arKI kJ3ssMxth wi safeguardSng the integrity of Creati(￿ and C￿r￿j5 in d￿l￿ging injustices Traditional Holy ccffimun1(￿ with tt￿r Walknng Chjrch . a (than￿ to walk wilh othws (n a SUW moming to share ideas ￿ a pirn luTr Informal a)urth . l&J by thurch memter5

explore Kkas t Holy communic￿ aThJ mL¥nYMJ aKI eV￿1￿j Frdv ¥￿th a Cth influw Evening at Ham￿rG Qr65 Vil Hall Taize and CAtic eMvJ ￿aYer at 57 Ak￿rn$ (￿￿1 Our Inforn)al and Celtic lnfll￿￿ed strvices are suL&antb)Ily lay l&l. Th￿k to vtho has partiapated in leadirKJ and 5UPF£#ting th￿e w¥1 During autumn 2022, com1￿eted the D￿X￿ Lay w￿ship Leths o)ur5e. will be Ilcensed in 2023. The Care Thrcwh Pw team (rKAY Tr Prnp Qrde? have c£rtInu￿l to offer regular prayer and where ap￿￿o￿ate, pastoral surw¢ to ass<xiatal wlth ts churd) a)mmunlty. Thank you Bena for ccrJrdlnatlrKJ thls s￿{ficart ministry. (hjr Eco thampions bew hard at Wcyth thuntyard has Se￿ heojes lak4 and re+Yildlng encourag&d, draWI￿j In a wkle ran￿ of the kxal crynmunty In so (k)Ing. The mcr•ving r8Jime at St lkn's has the orthtyts ts) thrTve, vih a cckny crf natkThlly 92ro Earfy Spider Orthids t￿OrnIng esta￿lsh￿. Thanks we due to erfwyrme acrtxs the thurthes vAio work to keep our churchyards attractfve and well manw thrcwh(xrt the year. Caring for ￿r places of worshlp and their grc￿ndS Is in tsdf a ue&ive att wits￿$ to a)mmunlties. the local communlty, and further athlbes we Fqanned for 2023 Induth'ThJ a literary lutKh' to be I￿Sted by The Oldle, rnagazine and a FKiinttrffJ ty the n&￿￿al￿ ￿lM￿l D￿Set arttst Nichola5 Held HUtth1ns￿t has C(YnMi￿Oned and wil ￿ raffled to ra15e fvrNJ5. A var of trust fvnds have also (DntriLxJted grant fundirrfj. An a￿katI¢￿ to the Herwe L(thry will ￿ sutthttad in 2023 for an award of £250,000 to the rKoRrt (and this gran￿1 in March 2023). The stlll rts to ralse slgnifioant &￿ttl￿1 furKlrKJ tArt we are okimistlc to LE able to is%R requests ts t8NJers In Spring 2023, and due to ex[￿1 lthj times. a tossltrk stsrt thte for the r(￿ re[kn￿t In Swlng 2024. Thank YC￿ to es￿)allY all the w(Yk wt In to Ixcwesslng the proiett to date. In 2022 St c￿,$ has been sut6tartlalty ravir4 with LED fwJ)ts in5talknL Tha)ks to Colln for leading on this imwrtart task. Enajuraglngly, we have y￿rnMed new into cmjr8￿t5Js. A sknifi(3nt engagement wfth new reople has amie thrc4Jgh Walkw Church., led every mcffith Nick. It 15 thrwgh Walknng thurth that the parish has stylftsnt ccrtact wlth ywrKJ FwAe fanllies. (kn c￿e (Krasicffl la year an aSt(￿iShIng sity Feople, ThYudir¥J twerty thikkn. up to i)N) the wal At St C￿r&￿'s, through ￿'c￿t'S JKJ ￿U9asrn, the lo￿7 Cc4nmunKm wvices ￿ the 2nd and 4th Sunday5 a￿ ncm SUNK¥t￿l ty the f￿ Ixrt ttK¥r. IS rnC￿ths into ￿￿T,(me 5tnthre, the (hurth Te￿￿ have met to C¢￿51(￿r and pro3ress individual thurth cc*Kvn5 and inityatiNE5 the PCC ha5 m& in ts ts15ttrl5¥)veman￿ role,

furKtKffthJ aF¥waW. Thanks a￿ ¢kn to (w Ridprd and Jrt for wrestling with the responsibilibes of overseeing the lry three thurthes. Thanks kn) b) Mike for his ￿&cated, uncnmplaining M)rk in manaJirvJ ￿1r sharal finwKes. During 2022 eff￿fi￿ Pthinstratr, Katie ￿rts left after 6 Yea￿ savte. She will IE mlssed and ￿￿ wish hw V￿11 in reéy role. 12. Publlc Benefft or'alms, that are for the wblic tvEfiL Deta'ls of hThv d￿rity ha5 athiev&J this a￿ provid3J in tt 13. Flnandal Revlew of the Year The reflett 15 nN)nths to 315t 2022 The first 15 rrK)nths of the Fotsh has Se￿ a M)vwy, after the ￿ of COVID r￿trIcti¢￿, of numbe attending Servi￿ in OKI restartirvj i¥itsts irKlu(kr¥J more taklThJ pkn2. For the 15 m(Mths to the end of D&emLw 2022 YKx)me was £164,343, whith mainly r￿ the numlr of regular gi4Ers and ts a$S(Ki￿ Gft Amd, a full year of K fLI￿al iTh]Jne and the Langton f, plus the inlbal (k)nath and gr￿ts trAvards to W(th R(wJf arFal. Inves￿ Ino)me was wtive as the market of rw ln%e5tM￿ts fell. Expendknre for the 15 mcth to tr￿ eThd of tceM1￿ 2022 was £149,510. Tr rnai)r tems In thls were the Parish Share £46(M)8, Buiklw rq)airs EIO,950, Utilis £15.2(M) aml Invantr £6,685. Initial exwises the Worth repair wO￿t tctaknl £15,774. The PCC had a SLrplus 15 nKntrs to the end of DThitEr 2021 d £14,833, the Unrestrict41 FurK15 h&J a thlt of £7.274 WKI the R£Strk￿ Ftmds a ￿rFluS of £22.107 to funds raisej for the r(Krf in thn￿ cl tt c(KnmeTrYr#J. The Issue wlth the r(x)f at St NKhcAas ￿ initralty Kkntified in the ￿1r￿lu￿￿1al rerfjrt suNeys, whldi has led to a to r￿￿ the r(K)f. The t(tal c￿t of the r(x)f repair is likely to be in excess of £450,000. We are otrlmistic ￿ ￿[Pe(fi￿ in fund rni5K￿ to meet the The flnandal pjsltlon of the PCC Is very Sat￿ with £115,584 d ￿restrict￿l f(WKls in the bank and restricted fvnts of £ 85,￿- this e<dth in¥estTh￿. Wth gwal ewtse5 ts the 15 rrK)nth5 running at £ 101,392 (exdudiro ￿e off Iteffts) li 15 rncnths endkvj 31 D￿nt￿ 2022. test prartke would re(wire us to have 3 eX￿￿thre in the t￿k to alsure V￿ have suffiaent to meet an Unex￿ cknvn.tum in gvirMJ or an uneX￿t￿ The TrLStee5 a￿ rrKxe than satisfied that (2rrwng 17 nThyths exkMdibJre in the bank a(xwnt is althwh being mindful

and the fact some funding tA)dies, induding LLtry, ￿3Y raxved for vK)rk (kne, mwing 12sh11(M will n1 to te manw ¢thJsdy. The Rthli￿ed funds of £110,322 gfts to SUFfrrt VWK)U5 Wo￿ts. ￿ arm bvities aSl￿tal n Note 6. TTr￿e is regular c(Anmunic3tI(￿ wtih the te¥le and attDiitEs, furK& are t￿Ing herd, and 15. Risk Management They work ¢￿EdY the other PCCS in the tenef￿e ￿ St Althdm to a cDmwthgLqive approath is adoptsj to the mai)r strat@J￿ risks tFw kn. ￿>)Ets for the PCC to help identify emerging tisks whith mitht atst the dwrty. have adortej. S￿0￿C trainirvj is given wtr￿e aFV0w￿te to KAuntea5 ￿nthee5 b) mitigate risks. The retM)rt has I￿n ￿epar￿ in a(￿)rd￿ wh wial of part vii cf the Companies kt 2006 relating to small ccmpanie5. The Tn&ee5 are r￿lreA to weFNire finTE Mial yew whhth gve a tn￿ aKI fair view of the state of affair5 ￿the Chariy cf its or th& tvKxl. Jn FYerAwhYJ thcÉe ￿CoUnts the Trustees a￿ r￿1r&I to: Charities: Statamt cl R&omrM(￿l PraLlke (FRSSE 2015) aThl with akwicatle ac£ounbng Prepare the ￿nts ￿ the ￿ng (LYKErn bass unles it 15 inapwxiate to that the tharity will (xrtinue its thitj reas(ThLle at tlme the finarKial P￿lt￿￿ of the tharity and to them to ensure that ￿lJ￿rts with 1993 (a5 IV the ￿aritieS Act 2006) and Regulations thwarts. The Trust￿ are akn reSrI￿s1bk for safeguar￿Ing of fraud and other irr0JUlarts￿. The Trustees we akn rtsFthSible f(Y the of the Tnjths rewrL arKJ the respY￿St￿lIty of the indeFendent exarriw in relatK￿ to ￿ Ttu*s is limit03 to ethminirmj the

rekKrt and eJ)suring that, the kn of the rekMJL there a￿ m ino)rtsistenaes with the figures disdosed wi the finaThial statem￿ts. applKztAe to companies suwt to the small companie5 rgjime. The Trustees have approved the atta￿￿1 5tthn￿t of financial a(thlti& and balan￿ sheet for the 15 m(ths 31st DecemLEr 2022 and confinn that tho1 available all Apwoval Ly the P￿la1 axjrth c￿1￿11 on 07/0￿2023 and its tthy:

INDEPENDENT EXAMINERS REpoirr ON ThE ACCOUlllS OF THE PAROCHIAL CHUR(>I for the 15 m(mth5 31 De£emLv 2022. Respective reSP￿IbIlitieS of the tnKstees aNI examin reqUireM￿ts of the (￿arItIeS 2011 CttE PAY). I rerK)rt In ￿[￿tt cf my examlnatk)n of ttorty Koxjnts are carried ijrt uThr s8lk)n 145 of the Charlties kt. In (arryng c￿t rny examinatiC￿ I have follow&1 the Dir￿tiC￿5 gi￿ ty the ￿aritY Ccrfnmis5w)n UFvJer 145(5)(b) of the 2011 Rwtive resF¥)n5ilxlbties of Tnthes and examlner. I have completed my examInatA￿. I 0￿fim7 that no matters haNt (Thne to rny attakn In o)nnectlc wlth the examination gMr#J me to LElive: l. acmuntiThJ rea)rds wtre kett of the (Ywlty as sth 130 { the Charities 3. the ￿COUnts (k) not comkty wlth the apt4Kzble rawlranents of ox￿em1rQ the fc¥m and o)ntent of ac(rJunts set out in (harities (kn￿rtS Re￿ts) 21J)8 cth￿ than any re(wlrement that the acccwnts glve a. true and fairf vkw Is rK a mats under an in￿￿dent examlnation. kyeparing their ￿c￿lnts in aca)rthn￿ wth ts finaKial Rqxxtry St￿ard aNllcth In ￿ UK Republk of Irdand (FRS102) whKh attention be drawn in this re￿ in ¢xthr to enable a woper Under￿ing of the David Ty￿all F at 5, Me&on C￿rt 13 Park Road Swanagei BH19 2AA 2023 io

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ALDHELM, PURBECK STATEMENT OF FINANCIAL AcrIvrrtES FOR TIIE 15 MoNfHS ENDED 31 DECEMBER 2022 INCORPORATING INCOME AND EXPENDrruRE ACCOUNT TOTAL IS Mths FU￿dS Funds INCOMING RESOURCES FROM Incoming Resollr¢¢5 from Genented Funds Donations and t£gacies 60.785 42276 103.061 Charitable Activities l E￿nts 4b 20.946 20.946 Grants 2255 17207 19,462 Other trading activities 22550 22,550 Invesknent Income -2.028 353 -1.675 TOTAL INCOMING RESOURCES IIMJ08 59036 164J43 RESOURCES EXPEI¥DED Costs of Gelltrating Vunds Raising Funds 8(Kl 81M) Charitable Aetiviti¢s K Ilmnning CosL% IoiJ92 37,728 139,120 Other Trading A¢tivities 9.5 9.590 TOTAL RESOURCES EXPENDED 111.782 149 37,728 ￿10 NET INCOME I (EXPENDITURE) 14 -7274 22.107 14833 Total Funds Brought Fonward 190,507 86.509 277.017 Trdnsfer beN¢en Funds (1.705) 1.705 TOTAL FUI¥DS CARRtKD FORWARD 181528 IIOJ22 291JS0 Movem¢nts on all rescryes and au recognis¢d gains al￿ losses are shown above. All of the org8tJisation'5 Operati￿L8 are classed as continuing. The notes on pages 13 to 20 form part of these fi￿￿1￿1 statem￿.

THE PAR(KHIAL CHURCH COUNCIL OF THE ECCLLSIASTICAL PARISH OF ST AIJ>HELM, PURBECK BALANCE SHEET AS AT3A$¢ DECEMBER 2021 Jin2ll•22 Vii¢d Amets T4tsgiThle 55.419 24.014 79.433 Curr¢fjtAJ•tts Cash & bafik attd ID haDd Dtbtors IDvetht I lJ.584 IA551 85,fKI8 201.191 17.251 133.132 219.440 NET CURRKKfASSETS 12&1CrfJ 212.417 NET Assfts 14 18iJ CAprrAL AiYD RESERVES Oewal 181,528 KestM¢tedFull IiOJ22 I lQJ22 18iJ28 291850 Itse nowoJL P•8e8 10 to 16 forni ￿Or thw¢ stsk¥D Dlrtrtors ReywlblUtIts 'Ihe directors aTC yAti$fiNI fwthe FaityJt#dtsJ 31 2022 thethrtalAEWVDy Was￿111t11 fr￿1 th¢ require￿¢￿tIO un&Ysethioll477 of thee￿1￿ Ad the CO￿p￿nY ioobtain an ofits ￿¢(￿j￿ts forthE￿10d 476 of th¢A¢t. Homrvu. re￿rt P•8e 12. l¢ffe¢tivtANil 2￿8) stGlion 386 oftheAo for pr¢wtsw fwt vivw ofthesweof •ff*trSofthe￿xryJ￿y gpplid)kto thecompoDy. 7thJKwc2023 SigDedo￿th¢ti-t￿￿r iry 12

THE ECCLESIASTICAL PAIUSH OF sr ALDllEL￿ PURBECK NOTES TO ThE FINANCtAL sfATEMEf4TS UR THE IS MONTHS £ThD£D 31 DECEMBER 2022 J AccoiiffflNG POIICIES Basi5 ofprepr•do St&odasd ap￿￿thIn the UK aDdRewbkof I￿aTrd (FRS IW21 &89xdL J6Juty2014 ￿dthe 2011 A$￿￿ent￿rG￿l￿ C•bttrA IlltomiDgReJoBTCeS 11e£ Are iDrlu&d in thc Ste4ne￿OfFuJ1￿9￿AdjYl¢K3(s0FA)￿Tr4. Intomint ReMTCU with Rtl•ted ￿pell￿Tt Grants Tax Reelakn$ Ih)lalioMs Gifts VduntetT Btlp report if appIithta xptndltRr¢ trJ 14aMilirs iAability liewgllioon ovrraDte Coots ChtyKt Politleg udPrftvlow ACC￿nts Fixed Assets Th¢s¢ ar¢ ¢apithJi8edifthey CAD ￿u5￿j at k4#ll50. if￿ft ai th¢V￿￿¢ lo lh¢ (knity onr¢cei LX>St 3)%￿ LTht 13

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ALDHELM, PURBECK NOTES TO THE FINAY4CIAL SfATEMENI3 FOR THE 15 MONTHS EIYDED 31 DECEMBER 2022 2. PROPERTY AND TANGIBLE FIXED ASSETS All the church btulding aDd churchyths ar¢ owned bythe PCG but a￿ held ID trust ￿ the ben¢fft of the paTish The PCC has it)$4tred the Church buildmgs COnt￿ts ￿. St Nicholas of my[￿ Worth MAtr&vet5 £2,946a45 St A]dhelms Cbapel, WoTth Matravus £1.608.703 Si Georges Church and CO￿ Hous¢ £11275.(KK) St James. KingstoD £10.954.653 The lirftory is owned by th¢ Di(Kese of ￿]Sbury. The Coath Hol￿ Site (¢omptising the Mugeum and w pat) aDd A¢tor4 rewed in the name of the diocese but are forthe benefitof the p8rhsh. The Coach House 8t￿ Er￿¢1{ are See note4 Tangible FTxed Assets Equxpm¢nt F4uiw¢nt TOTAL 930 6.930 As al 1st (￿Ober2021 Addittons Disposals As at 3 Istt D￿ember 2021 930 6.930 Depreciation As at 1st October 2021 Charge for the 15 mot)tFts As at 3 1st De¢¢mbet 2021 5,850 150 6,496 434 6.930 930 Net Book Val￿t As at Isi October 2021 As at 31st Decembff 21Y22 150 434 Mrket V4lu¢ As at 1st October 2021 R¢Yaluation Additions Disposals As at 315t Dec¢nther 2021 91,083 -5.950 5,7 79,433 This splits &s follows 55,419 24.014 R&strieted All inYestm¢Dt aS￿ts beld in the UK Income receiv￿ fro￿ these InVestn￿ &isets are re￿ded in Notc 4c 3 1st Decembtt2022 . 14

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ALDllEL￿ PURBECK NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE 15 MONFHS ENDED 31 DECEMBER 2022 4. INCOMING RESOiJRCES Not¢s Funds Funds 15 Mths a) Donations and Le8a¢ies Donations and Gifts Gift Aid Tax Refi]nd Missionary Fund Legacy 47.535 13250 29.134 4.934 7209 76.669 18.183 7.209 1,000 103,061 60,785 42276 b) Charitable A¢tivities Weddings and FwKrals Fet¢ l Quiz 13.867 7,079 20,946 13,867 7.079 211.946 ) Grants Building & FabTiC Grants Listed Plaees of Worship Schernc (VAT refimds) Diocese- Warni Spaces Fund 10. 7207 10,00 7207 2,255 19.462 2255 2JS5 1721)7 dj Trading Activity Rentsls El￿ell Coach House Gardge Htr¢ Fees 11.133 370 228 lJ53 11,153 370 228 lJ53 The Dubber 9.466 22WO 22550 e) Investment Income Interest Dividends Reali5¢d and un￿lIsed gains investh 643 1.751 4.422 505 1.376 1328 1,148 3,127 -5.950 -2.027 353 ,675 TOTAL INCOMING FUIYDS 104308 59WO 164J43 15

THE PAROCHIAL CHURCH COUNCIL OF THE EcCLES￿sTIcAL PAIUSH OF ST ALDHELK PURBECK NOTES TO THE FINANCIAL STATEMENfS (eontiDued) FOR THE 15 MONfHS ENDED 31 DECEMBER 2022 S. RESOiJRCES EXPENDED No Funds IS Mths a} Costs of A¢tivities in Furth¢ranc¢ of the Chan"table Objects Ministy Costs Verger Fees Organis¢ 3.797 1.650 7(Kl 3,797 1.650 Insurance 6.685 6.685 Athninistrator Adrnin Exps CCL Bank fees 6,630 3.710 570 236 6,630 3.710 570 236 Parish Share Quarterly DBF 46.(M)8 46.1)08 5.863 Utlitie5 152 15200 Gardening 5.591 5,591 Repai￿ and Ma]Tht 4J20 4J20 Depre¢tation 434 434 Restricted FuTrls 37.728 37.728 i•iJ92 37,728 139,120 16

THE ECCLFSIASTICAL PAIUSH OF ST ALDHELM. PURBECK NOTFS TO THE FINAI¥CIAL STATEMEM It•DtiD¥td) FOR THE IS mo￿ F￿DED 31 DECEMBER 2W12 3wn•zi MigsiotiaryFund 194 7.414 368 Lan8tDn Bulldll¥&Fatric 3.457 5.1 401 41 KinwTr Bejl Fw Kill￿ (kEon Fund 2J64 1506 67 551 Worth Sell Fund Fatfflc Fwid Orgart Fw 7J20 65.186 4J83 4,653 24J07 4)83 4.474 li.( 31.712 49.OY2 16239 24y2 214 35 Bradford B4uc5t iietd B4u#t -11.139 24.014 TYwkr•f 311121ZOZ2 194 Christy￿￿ Tr¢¢F¢sti 4.161 1.122 755 Thès1]￿$ DEC. Ukraine Awe British Iw'on ChnstinglelChikb¥* 711 727 718 303 325 ChnstiAn Aid 275 Bike &H￿e Fwd BÈnk Caro] Conc¢rtlTrWa Genèral 50 Gifts to IndIv￿￿ts 194 368 7 T￿ING AcrtVJTY RellI￿$ 13. IJ 17

THE PAROCHtAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ALDH￿L￿ PURBECK 1¥40TES TO THE FINANCIAL STATEMENfs (CODtinued) FOR THE IS MONTHS ENDED 31 DECEMBER 2022 8. CASH AT BANK AM) IN HAND FuDds 31112n022 Cash at Bank 115.584 85.608 201,191 115584 85.0118 201.191 9. DEBTORS 2022 Gift Aid RefuThJ VAT Refimds Dubber Adverts In5UTance prepaid Diocese- Warni Sp&es FuDd 10.917 10.917 700 168 3211 2255 7(Kl 168 3211 2255 16551 17251 10. CREDITORS Funds 2022 SSB- Ele¢tricity Maintenance. Primer Prepaid Dubkn Adv¢rts 3.483 3,483 3.474 3,474 7.023 7,023 11. LONG TERM LIABILITIES: AMOlJNtS FALLING DUE IN MORE THAN OI¥E YEAR The charity has no IoTtg teTm iiabiliiies dwiD8this year ￿ the I￿ryi0￿ fi￿￿la1 y¢ar. 18

THE PAROCHtAL CHURCH COUNCIL OF THE ECCLESIASTICAL PAIUSH OF ST AIJ)HEW PURBECK NOTES TO THE FINANCIAL STATEMKNfs {eODtinue41) FOR THE 15 MONTHS ENDED 31 DECEMBER 2022 12. STAFF COSTS AND NUPdBEILS 15Mth¥ Wages and Salaries Social Se¢4rity C(￿8 629 29 15 Mths of Over£￿,1Mm). {2020: IJ. DIRE￿ORs AIYD (yfHER RELATKD PARTIFS 14. RECONCILIATIOI¥ OF MOVEMEiYfoN CAP￿AL AI¥D RFSERVLS w)Jber 1196110 and is th￿efo￿ sybjoxt0c￿￿￿ T￿ a￿1 Ikrs hav¢ a th￿(￿lIa1. Profft i DeT￿￿f0rthe 15 m( Other Retognised Gains 14.833 14,833 Ba￿￿e Br(￿ght Forward * tst (kxober 2021 277.017 Closin8 Fund5at 3tst December 2022 291J

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ALDHELhL PURBECK IYOTES TO THE FINAIYCIAL STATElklENfs (continued) FOR THE 15 MONfHS ENDED 31 DECEMBER 2022 IS. IUSK ASSESSMEIYT The Tn]stees actively review the maj(ff risks whith the faces OD a regular basis ￿ believe that maintsining the free reserves slated, combined with the review of the ci)ntrols over key fina￿la1 systems caTFI￿ out on an ann basis will provide sufficient resou￿ ill the event of adverse ¢oDditio￿s. The Inwees have also exanined other significant risks. 10. RESERVES POLICY The Tn￿tee5 have Considered the kv¢l of YeseEve5 they ￿slI to appropriate to the cTrwitys neth. This is based on the chaTitys Size and the Icvel of fllwKial h¢kl The Tnts*¢s aim to tbe charity will I able to ￿ntinue to fulfil its d]aTitsble Objecti￿ ¢v¢n if th￿e is a ten4Krtary slKrtfall ID the incorne OT unexpected expenditure. The TnL$t￿ will endeavovr not to srt &sid¢ funds 17. PUBLIC BENEFrT The charity ackn(￿ledge5 its requttement to dem￿￿ clearty that it must have charitsbl¢ pwpK>ses or'aim are for the public b¢n¢fiL Details of how the chan.ty h&s achievql this are providoj in the TTUStee5 rq)orL The Tn]siees confirni tlHt they have paid due reg￿d to the awity ¢)n public benefit