THE PAROCHIAL CHURCH COUNCIL OF
THE ECCLESIASTICAL PARISH OF
ST ALDHELM, PURBECK
ANNUAL REpoirr
AND FINANCIAL STATEMENT
FOR THE 12 MONTHS ENDED
31ST DECEMBER 2023
CHARITY REGISTRATION No: 1196110

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIAStICAL PARISH OF sr
ALDHELM, PURBECK
REPORT AND AccouKrs
FOR THE 12 MONTHS ENDED 31st DECEMBER 2023
Contents
Pages
Trustees Annual Report
Referen￿ and Administrative Details
Strutture, Govemance and Management
Objects and Activities
AchieverrEnts and Perfomian
Trustees, Responsibilities
Report of the Independent Exarniner
10
Statement of Finanaal Actrvities
11
Balance Sheet
12
Notes to the Accounts
13-20

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASfIcAL PARISH OF sr ALDHELM,
PURBECK
TRUSTEES. ANNUAL REPORT
FOR THE 12 MQTrmlS ENDED 3tst DECEMBER 2023
REFERENCE AND ADMINisfRATIVE D￿AlLs OF THE CHARrrY, rrs TRusfEES AND
ADVISERS
Name of (harity:
THE PARCKHIAL CHURCII COUKIL OF THE
EC(lESIA￿cAL PARISH OF sr ALDHELM, PURBECX
Worktng Name:
THE P￿ ￿ ALDHELM
arity Registeroj Numt*r:
1196110
Date Regi5ter&l:
11 2021
Governing Lkniment:
Parothial Church Counal P(A￿lS Measwe (1956) as amended
aTrJ thurch Representation Rule5
Objects:
PrOm￿￿j in the ￿￿esIa￿l parish the whole mission of
The ￿Urth of ENJland
Prinapal Offi￿.
The Benetr Offre, St Georye's Church, St G8)rge's Ctose,
LaFTrJton MatsB￿ BH19 3HZ
Trustee:
Parcthial Churth Council (PCC)
The iThJividual memtrErs of the F£C are Trustees arxl are listed
the next page
Indepetvknt Examiner.
DavKJ Tyrrall FCNA
Flat 5, MeL9)n Court
13 Park Road
sh￿anage, BH19 2AA
Bank:
CAF Bank Ltd
25 Kir#Js Hill Avenue
Ings Hill, West Malling
¢ ME19 4JQ
Uoyds Bank
25 Gresham Street
LorKlon. EC2V 7HN
CCLA Investment man￿￿t L
Senator House
85 Queen Wthrkl Street
Lorthn, EC4V

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIAsfIcAL PARISH OF sr ALDHELM,
PURBECK
TRusfEES' ANNUAL REPORT (COPMNUED)
FOR THE 12 MONTHS ENDED 3tst DECEMBER 2023
The Parochial Church Coun(yl (Tnstees) 2023
All m￿ftberS of the Par￿lat Church c￿ncE1 (F£Q are Trust￿.
Reverend 3ac*s)n
Rever￿ James Mercer
Reverend Nick Webb
Mike Robinson
Janet Robinson
Rithard Ea
Gaenor Lobley
Sandy Gamer
Judy Bames
DOr￿n Farr
Peter Buckje
Alison aough
Catheryne Hesbjp
ResKJnLYl 1111123
Resignal 1114123
Chair from 1111123
Assc(iate Minister,
Chair
Churchwarden
Churthwarden
EleLtd Member Safajuarding
Elected Memter
Electejj Member
Eco Champ
Elected Memter
urch Stemard
Elected MemtEr
Premres
Elɣted Memter
Church Steward
El￿d MunLEr Safeguarding
1614123
Restgn&J 1614123
Ap1X)int￿ 1614123

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIAsfIcAL PARISH OF sr ALDHELM,
PURBECK
TRUSTEES. ANNUAL REPORT FOR THE 12 MONThS ENDED 31st DECEMBER 2023
STRUCTURI GOVERNANCE AND MANAGEMEiir
The Parcthial Church Council was f(Ymed on 1st (ktal￿ 2021 and was r8Jtster&J as a charity ¢
iith October 2021
CONStrtimoN
The Parcthial Churth Counctl of the Ecd￿"aS[lCal Parish of St ALDHELM, PURBECK is a
corFrf)rate whose Goveming D(￿ment is the Parrthial thurth Crwncil Powers Measure (1956)
as aMend￿j and the a)urch Repr￿entatI¢m Rules (2011).
AppoirmiEKf OF TRusfEES
Member5 of the Parochial Church CourKil (PCC) are also its Trustees unless otheThvise ststed.
Under the Church Representstion Rules. dergy. churchwardens. together v4ith Deanery and
Diocesan Representat"ves are Mem￿ ofthe PCC.
A further seven lay n￿MberS are elected by the members registered on the Electoral Roll al the
Annual Parochial Church Meeting (APCM) . Elected Twstees shall hold office for three years
with one third of their number standing for election each year.
In addibon. there may be a maximum of c(popted members as detem1in￿J by the Trustees.
c￿optem& members may only serve until the next APCM
APPOIKtMENT OF OFFICERS
In accordaTKe with the CTrKErth Re￿ntstIon Rule5, the minister of the FErish 5halS be the
airn￿n.
I￿ chal￿en arnl kK)nordry officer5 are apwintuj at the first n￿etIng of the PCC following the
APCM.
OBJECTIVES AND AcrIvrrIES OBJEcf5
The obJ￿ts of the Charity are to prrxnote in the ￿tI￿stICal parish the whole mt￿lon of The
Church of England.
The promsion of grants, bull￿1ngs, facilitie5 and wvices with the obJ￿t of enabling the mission
of The Church of EThJIa￿l to ￿ fulfilknl.

THE PAROCHIAL CHURCH COUNCIL OF ThE ECCLESIAsficAL PARISH OF sr ALDHELM,
PURBECK
TRusfEES' ANNUAL REpoirr (COPMNUED) FOR THE 12 MONThS ENDED 31# DECEMBER
2023
SUMMARY
The latest 12 months have seen the retIr￿t of Lx)th Re4 Jarre5 M&rer. the A59)?ate Minister and
Rev Ian Jackson, the R8lor, ￿ the parish ends the year in an intenBJnum. In D￿nter 2023 the
Church Wardens, the Bishop of Sherbome and varI￿S cthers met and intervivmed knndy Cameron and
Offer￿ her the role of A￿tiate Minister from April 2024, which she has accept￿.
The other maTr)r event of 2023 was the ccrfnmwmwt of the VK*k to r￿)￿￿ the r(M)f at st Nicholas.
Signifi¢2nt grdnts have been ￿1V￿1 frLYn Fkritage LLty, NatKffial thurrhes Tru* Dorset Historical
Churches Trust and othas.
ACHIEVEMEKfs AND PERFORMANCE
Trustees Report
2023 has seen the continued pr£ess of mergirMJ the 3 former parishe5 of St George's, St Nicholas and
St James in to one Fkirith. The year aly) saw the retirement of Rev ]ame5 Mercer at Easter and Rev Ian
Jackson, as r￿Or at the end of Ckknber. Whilst this means we are now in a pericrfj of intsrregnum it
has also meant a pulliry trwjether across the tEnefte to ensure service5 are Cover￿1.
We have been fortunate that in dIC￿e advised us that had a ￿￿ntial ondidate
for the House for Duty and after an Interv￿ V￿ were able to offw the role to Rev Lindy
Cameron with a start date in April 2024. We to)k f(¥ward to vKKkir¥J with Lirnty as she starts a new
phase in her career the Chuth in purt￿.
Jane Hudson was licensed in 2023 as a Lay Worshlp leader.
In March we ap[K)In￿l Tor Benfield as our new Benef￿ Administrator. Tor has settl&l In wdl and has
provlded great SUPlKrt to the partsh.
As mention8J in last yearfs the churth at st NKJK)las, W(Ath matr3￿5 has
progressed throughout tre year. C*nmJs donatic￿$ have trEen received frryn the Ictsl community,
and other activities such as a 'litetary lu￿h, h05t8J by Tr Oldie. magaJne and a tointing by the
nationally acdaimed artE* Nichola5 Hdd HUtthInx￿ has ten commisS￿ned has teen Trffled,
and prints ￿)Id to rai* funds. A varEty of tnjst furmds Ibave aL9) 0)ntributed grant funding. An
applicatson to the Heritage Lottery was submittej an awRrd of almost £250,[￿ was grantLIl in March
2023. A grdnt of £20,0(￿) vffis also ayfdrded ty the National (￿Ur1)leS Tru* £15,(KKI Wds from
the Erskin Mutton Trust and £11,000 from the Dorset Historic (JurdEs TnJsL All of this tcoether
meant we able to aFwint Tudor Rose Ma9)nry & conservati￿ as our contractor, and they stsrted
in their work in September. By the end of 2023 %BffokliTrJ was in fv and all the stcffie rcK)f had
￿￿en removed. Unfortunately this has identifi8J iSSL￿$ With the rafters that ne8J to be eRluated and a
appropriate plan agreed, alth￿jgh we are still optimistic a C￿ date in Swng l early summer
2024. Thank you to everyonei eS￿lalIY HLKJh and (knJ, all the work wt in to prc¥Jressing the
project to date.

2023 has also seen a signfficant upJrade to the heating 5wem at En￿11, a prcwty owned by the P
and rented out to a bxal family. The up3r&Je aThJ other wot* was r8]uired to meet new EPC Trtings on
rented protErties. This c(6t was a S￿nifi￿nt contr[bU￿ to defKit for the year, tmjt ha5 resultaj in
a significant imwovanent to the en￿rc￿ment in the try￿ty.
During 2023 we were prtvi183ed to marry 15 c￿￿e5 at the churthes and chatEI auoss the parish.
Whilst some may have been delay￿ by COVID it was great to te involvèj with s) many couples
staEtsng a new phase of their lives. The churches al￿ coThluct8J 13 funetal seFViCES in 2023.
The major national event in 2023 was the (T￿nth of ChaF*s III 81x1 parbc7pated in the
lebration5 With a cream tea at St George's which was attend&J a significant num1￿ of Fe)ple and
raised £408 for Mosaic- a Ic(al chanty ndping tThved thildren arKI their families.
The Christmas sea%)n saw significant numtErs attefKI the (hristiTh3Se W¥￿e5 in the parish and the
Advent and Qirol seNices, which was a great encouragement to everyorE invofved.
The parish continues to give SUPLY)rt to the kx71 prtrschcK)l and SLtKKIl, throLKJh various means
including a monthty prtrsthwl activty in the church, leading assemblies and acts of w￿rShIp1
foundation governor5 and the use of St ￿ge.5 Church for key scIKx)E artivitses and ￿lebratiOnS
during the year.
The church& have a19) conb.nwl to [Ye￿t the gjstd traditiC￿al Hdy C£KnMUni￿ seFvices
wSth our cholr, Walking Church (a Char￿ to TKdlk with oth￿$ on a SurKlay nM)mina arKI to Sha￿ ideas
and a picnic lunch), infornial Serv￿ led by thurch memtors, Lwensong - a traditional sung evening
servi￿, Late Breakfast Church ( an or¢¥N￿nty to m&t overs cn)iSsants arKI coffee and to
discuss and exFlore Ideas tC0￿r}, Hoty Ccmnmunion and rrKming aEKI evening pTryer wth a Celtic
influen￿, Evening prayer at Harmans Cross Willage Hall, Tal￿ and Celtic evening prayer at St Aldhelm's
cha￿1, and w￿r￿aY moming communion and Conv￿SatIon (a partiapatory servi￿. followed by
coffee)
Thank you to everyone who has in leaJirMJ and supFL)rtir¥J seNic
As we conttnue to devdop (Mjr r￿v,[￿ p31ish' sbu(*ure. the thurdi Cc¥nmunity Teams have met to
consider and progress irndividual thurth CCI￿rn$ and initialives aThJ the p￿ has met in its
trusteeIgovemar￿ role. There have tKEaks al￿ the VRY, lyjt essentialty the'one parish.
The challenges for 2024 will be
Wdcoming Rev knndy and helping her to settle in to the pari
APFK)inknent of a new rector
Exph)re cpFh)rtunitses to buikj on the nUml￿5 WIMJ attethl chri5th￿S events
Completion of the St NKh)las rwf projett
maintenan￿ of the other thurch buildings
Thanks are due to our churchwardens Richanl arKI Janet for ￿est[lng with the respN)nsi￿.1itses of
overs&ing the d￿llenge5 [￿e￿ted ty three thurts. Thanks ttx) to Mike for work in managing
shared finances.
Public Benefft
The tharity acknowledges ts rqui￿ts to denTr￿strate dearty that it must have tharitable purposes
or'aims. that are for the benefit Detsils of hcml the d￿rity has ￿lev￿ thls are pn)vKled in the
Trustees reFX)rt. The trustees omfim) that they have paid due regard to awrity CommiS￿On
guloan￿ on puljic LvEfit lth d￿1Th) actytyes the tharty sPKwkJ UrnI￿trke.

rinanc4al Review of the Y&)r
The accounts reflert 12 months actmty to 31st D&ember 2023
For the 12 months to the end of Dwitrer 2023 income was £306,131.
••
Grants so frdr towards the Worth RcK)f tOts￿ £125,234 induding £15,t)tlO from Erskine
Mutton, £11,000 from DH￿, £72,199 from Heritage Lotw and £27,035 from the LÉsted Pla￿ of
Worship scheme. The Hentage Lottery and the List Ha￿ of Wor<hip ytheme Fkly t*sgJ on invoice5
received for work done, nEaning cash flow will neal b) te manawl ck)sely.
Donations and ass(Kiat8A Gift Aid £121,330 of whith over £62,0(Kl was for the Worth R￿f proio*.
In the year there were 15 13 funerals whith ￿ted fee inc(rne of £15,204.
Expenditure for the 12 months to the of D￿eM￿tr 2023 was £295,349. The major item in this was
the £166,319 on the Worth R￿f repairs. In the General Fund the Parish Share £38,864, Repairs and
lmvovem￿ts at Enzeii £12,165, Buikling re￿11￿ £4.755, Util￿￿ £9,079 and Insuran￿ £7,636.
The PCC had a surFdus for the 12 months to the of DecemtEr 2023 of £10,783, but the
Unrestnct8d Funds h￿1 a deficit of £17,707, mainly due to the £lIc￿ swt on Enzeli. whiL5t the
Restrrctad FutKls had a surplus of £28,490 due to funds rais8J for the rwf pwecL
The replacanent of the Worth RcM)f startgj in sept￿ntr￿r arKI has rThJresseJ well, lyjt after the rcof
stones were ranov&l in january 2024 an tssue was identifi8J with the raft￿s, whmth will ro]uire them
all to be removed and replac￿. The total propl c(6t ￿ now fOr￿aSt to ￿ £7(KI,(KIO. Further grant
applications and fuThJ raiswvj will te neth to this new targeL
Subseyuent to complets"ThJ the accThints a￿1 the Inde￿ an Invol￿ was for the
rewiring of St Gwge s Churth, whKth haj compthd betw￿ Nov 2022 and June 2023. The
original quote ￿ teen fcr £5,31K) exd￿lng VAT. £3,5(10 was invoic8J in 2022 as part ￿Yment and
£3,000 was accrueLI at the end of 2023 for the L￿tan￿ of the vK)rk arKI some sundry asS￿lat￿l work.
Multiple emaits were senL aThl ￿versat4)nS had wth the suwlier wuestlng the final Invol￿ or at
least an estimate without succe55. The invoiE receNoJ at the of Marth Y4as for £15,450 (tEfore
allowing for the amount previousty invoicaj). If the Invol￿ 15 SUt6equenty paid in full we would be
£8,950 under reservd at the end of 2023. We will be aJnmunk7bThJ wth the supplier and strongly
disputing the invO￿e val
If we had accrued the extra cost in our 2023 accounts our ￿ In￿rne l Ex[￿ditUre would have
redu￿￿ from £10,783 to £1,833. All of this cost wjuld have an impact on the Unre*ncted Funds.
The treatment of this has teen fully d¢scussd with the irKlepEndent examiner and fv are in
agreement with the appr￿ tsk￿.
The finanaal wsition of the PCC is satisfdtt(ry £I(10,150 of unrestiictej fvnds in the bank and
restricted fijnds of £92,681. The￿ are also invesbwits totBling £81,718. Wth general expenE8 for the
12 months wnning at apprux. £93,0(Kl (exdLKtiD3 one off itern5) in the 12 mc4tths ending 31 Decemt
2023. ￿$t practice would ￿uIre us to have 3 months exrenditure in the bank to ensure we have

SU￿￿ient to meet an unex[￿￿￿1 down.bJm in giviNJ or an uneXF￿￿ extEn*. The Trustees are
more than satisfied that carrying over 12 n￿1th$ w)diture in the bank a(munt is suffKien(
although it is ad(nowl&lged that there will to te a SKJn"tfK2nt omtr1l￿t*M from the Unrestiicted
Funds to the Worth R(x)f proj
The Restricted fund5 of £138,812 represent gifts maje to the thurch to SUPFX)rt var*)us ProJ￿ts,
ple and èlivits& as in 6. £97,057 ts fcK the Worth RcLf ptoj
There is r8Jular communication with the F* arnl acbvitE5, for whKh fu￿ts are teing hebj, and
fundiro needs are hkntified atTrJ funds tsBf¢sferr￿I a5 rece55ary.
Risk 14anagement
The Trust￿ are aware of the to Ffoperly manage arbj mitigate ts risks facad ty the d)arity.
They wor1( do• the other PCCS in the tenth of St Aldhelm to ensure a c(Anprehensr¥e approach is
adopted to the maior strategic ri*5 therf fac& R￿U￿r rerrt are proluc&l for the PCC to hdp
identify errwgirvj risks whth mKJht affeLt the charity.
Cnmprehensive safeguarding, eJualty aThJ diwsty, health and safcty and data martagement poiKies
have LEen adopt8J. %Ea'fic training is given wh&E apFryriate to volunteer5 and employees to
mitigate risks.
Snwll Companles Provisions
The report has teen preFored in accothrKe with the vial prcw￿n of part vii of the Companies Art
21K6 relatirKJ tr) small companies.
srATEMENT OF TRusfEES' RESPONSIBILfrIES
The Trust￿5 are r4uired tD prepare a(L￿nts fi￿ finarKial year vthith grve a tn￿ and fair view of
the state of affrdirs of CharFty arKI of its profft or loss for that ￿ilKI. In F(eparÉr¥J those airnunts
the Trustees are requirgd to:
Select suitsble accountirvJ rdicies ar￿ apt* ttEm Cors￿•.
Make Judgements and estimates that are reas[Thb￿ aNI prudent;
State Wheth￿ the a(k¥tsl and finaThial statanents have be￿ prepar&1 in accordan
with the Standard of Re￿MMended Pracbce: Accounting and Re￿Ing by Charities preparfng
their acc(JJnts in accordan￿ with the FinaThial Rer¥xts"ng sta￿lard appli¢2ble in the UK and
Republic of Ireland {FRS102) issu8J on 16 July 2014 and the a￿ri￿eS 2011. subJ&t to any
material departures di*￿1 and explain8J in the ￿unts.
Prepare the accounts on the going a)ncem basts unless tt Ès itwpprryote to presume that the
d￿rity will continue its ￿)v[be5.
Keep proFer accountiThJ r￿S vthith di9kn V￿th ￿Sonab￿ a¢xuracy at any time the
financial p)sitpJn of the chaiity and to enable to engjre that the ￿￿O￿nts r£Nnpty with the
Chariues Act 1993 (as amended by the (J￿rItte$ Act arKI R￿julatIOnS nkide the￿Under.
The Trusiees are a150 re5pJnsibte for safwuardin9 the of the tharity and hen￿ for
taknThJ reag)natAe steps for the weVentI￿ and of fraud arnl other itr8Jularities.

To be satisfied that the charity is entitlèj to ex￿npt￿ frcAn the rquirement to obtsin an aulit
under wtion 477 of the Comtkinies Art 2006 and that no memter or memb￿5 have requir&1
the company to obtain an aud￿ of tts accounts for in qL￿Stion in ac([)rdan￿ with
5￿tIOn 476 of the Art. Fb)N￿Ver in accordan￿ with section 145 of the Chartties kt 2011, the
trustees are ￿Uir￿1 to have the ac£(NJnts examined by an Indqjendent Examiner who
reFort is Cn Fkige 10
The Trustee5 are also resp￿ible for the contents of the Trustees reFXJrt, and the responsibility
of the indeFendent examiner in relation to Tnjstee's r￿￿t 15 limited to eyamining the
re￿rt and ensurFFVJ thaL on the kn of the rew¢ th￿e are ￿ in(Dnsistencies with the figures
disdosed in the finaEKial ststements.
The* accounts have tEen prepared in have teen prepared in acCcrt1an￿ th the provisions in
part 15 of the C(xnpanies Aci 21J06 applioble tr) companies Subj￿ to the mll companies
regime arKI in accordan￿ wtth the ￿nan￿al ReFthFng Standard for Smaller EntitEs (effectwe
Awtl 2008).
The Trust￿ have approvgj the att￿h￿l Stat￿nent of financial thibe5 and bala￿e sh￿t for
the 12 Th￿nthS endeLI 31a C￿)1￿ 2023 atKI confim that tfv have made a￿dilable all
infomation n￿essary in ts Frywati
Approv￿1 by the ParcKhial ￿urd} C￿￿11 on 2810312024 and sigr& on its behalf..
Nlck Webty Minister

INDEPENDENT EXAMINER'S REPORT ON THE Accouiifs OF THE PAROCHIAL CHURCH
COUNCEL OF THE ECCLESIASTICAL PARISH OF ST ALDHELM. PURBECK
I report to the charity truSt￿S on my examination of the w)unts of the abjve chaEIty fthe charity,?
for the 12 months ended 31st Deremtw 2023.
Respective responsibilities of the trust￿ and examiner
As the chaiitie5 tru5tee5 you are re¥M)nsible for the prerkirati(M of the ￿lUnts in accordan￿ with the
rquirements of the charities Art 2011 fthe Acf).
I report in respett of my examination of your tharity accounts are cathaj out under section 145 of the
(tharities Act. In canwng out my examinats.(￿ I have foll0v￿1 the DlrettloT￿ gNen by the Charity
Commission under s￿tIOn 145(5)(b) of the 2011 ACL Rwtive resp)nsibililies of TrnSt￿5 and
exarniner.
Independent examine￿ statem
I have ojnpleted my examination. I cc￿firM that TK) matters have ccfft to my attention in connection
with the examination giving me cause to believe:
l. accountsng r￿rdS were r￿t kept in rstkrt of the (harity as r￿Ul￿￿ by section 130 of the Charttie5
Act
2. the accounts do ￿1rd with these r￿rds. (x
3. the accounts do rk)t compy with the atphcable ￿uIreMents of a)nC￿1r￿J the fom and content of
accounts *t out in the (Accounts and ReF(Kts) ￿Ulatic￿S 2008 other than any r￿uirement
that the accounts gtve a. true arnl fairf view which is nrt a matter Consi￿ under an independent
examination.
4. the accounts have not Lwi weror&J in a￿(ffdan￿ with the mdhcwts wIr¥i￿e5 of the
statement of R￿rnmended PrnctI￿ for ￿(DUnting r4xxttrvJ by tharrtEs aFvlicable tr) thantles
preparing their aCc￿nts in with the ￿na[￿la1 Rqxxts"rKJ Starnlanl applicaNe in the UK and
Republic of Ireland (FRS102)
I have no cOn￿mS ar￿ have coKne across no other mattets in conne£th)n wlth the examlnatlon to
which attention should be drawn in this rewt in order to enable a uThkntatwJing of the
accounts to be reached.
Dav￿ Tyrrall
Flat 5, Melson c(￿rt
13 Park Road
Swanage, BH19 2AA
g￿1
f pl Iioz4
io

THE PAROCHIAL CIIURCH COUNCIL OF
THE ECCLESIASTICAL PARISH OF
ST AtJ)HELTrt PURBECK
STATEME￿ OF FINANCIAL AcnvfTIES
FOR THE 12 MoNfHS ENDED 31 DECEMBER 2023
INCORPORATING INCOME AfiD EXPENDITURE ACCOUNT
TOTAL
15 Mths to
31-Dte-22
FuDd5
2023
INCOLiiif4G RESOURCES FROM
Ineoming Resource5 from Gen¢r*ted FuThds
Donations and Legacies
49.448
77.350
126.797
103.061
Chariiable Activities l Events
4b
21.761
21.761
20,946
Grants
125234
125234
19.462
Other tradin8 a¢tivilie5
18.614
18.614
22.550
Inve5ttnent Income
13.726
-1.675
TOTAL INCOMING RESOURCES
207J75
30Q131
164J43
RESOURCES EXPENDED
Costs of GeTrerating Funds
Raising Funds
1,116
800
Charitable Activities l R￿)nIng Costs
91284
182,699
273,982
139.120
Other Trnding Activities
20250
20250
9.590
Govwnatt¢e Costs
Sb
TOTAL RESOURCFS EXPENDED
112,650
184699
295J49
149AIO
NET II¥COME I (EXPENDITURE)
(14WM)
10.783
14J33
Total Funds Brought Fonvard
181J28
I IOJ22
291,850
277,017
(3.613)
3,613
TOTAL FUNDS CARR￿1 FORWARD
163J21
138012
J(J2,633
291050
All of the orgallisation's operdtiODS are cl&s5ed as conlinuin&
The notes onpa8es 13 to 20 fonn part ofthese fiDaThcial ststem

THF PAROCHIAL CHURCH COUNCtL OF
THE ECCLLSIAsficAL PARISH OF
sr AL￿HEL￿ PURBECK
BALANCE SHEET
AS AT 31st DECEMBER 2023
3111212022
FIDd5
FBwds
Toi*l
Totsl
ixed Ajscts
Inv¢sim¢nts
.633
21.085
81.718
79.433
CurrtTt Assets
Cash at b3Dkand in haDd
De￿orS
Inv¢ntory
IWl,150
6.142
91681
28,726
191830
34168
W2
201.191
17251
997
107.194
121.407
22&601
219.440
i•
7.686
103.188
117.727
220.915
212.417
NET ASSETS
163321
13&812
302th33
CAPITAL AM) RESERVES
fj¢n¢r41 Funds
163.821
t63.821
181,528
Restricied Fut￿ts
13&812
13&812
110.322
163321
IW112
3•L633
291,850
Approved byd* 28th M￿Ch 2024
Signedon thert¢half by DÉr¢¢tor
12

TIIK PAROC￿ CHURCH COUNCIL OF
THE ECCLESIASTICAL PARISH OF
sr All)HEW PURBECK
NOTES TO THE FINANCLiL STATEMENTS
FOR THE 12 MONTHS ENDED 31 DECEMBER 2023
l AccouffflNG POLICIES
BASIS of Preparaliox & asseysththt Of Goillg Co•tern
B*si$ of P￿￿TItion
Th¢ fiTrantial %tatrtM￿ts havc kn prtpated wi¢krthe histOTit8J COA ConVe￿in with tk tttm5 reojg[Li￿ at
cost or trttllsartii)n vatuc uttlttss swe4 inthe televantTMrte
The finallcial statements have prepwrd in with Sla&￿¢ OrReuKD￿ Pra(*ir¢.' Accowitin
2tMI RetKbrtTrng by Clwrtics Fwars5)g tkir¥¢£rtJnts ia xcorda[￿ with FinaTKial R4K*ling
Standard app15G8bk itt UK and Republic of Ireland (FRS 102} i5wJon 16 July 2014 3Dd the Ctwitits Ad 2011
The Clwity rrtets ihe defirtition ora publsc ttnefrt FRS102. Asw2EMf liabili￿S are initially recogDiKd
at historieai rx)si unless otherw5se sthted the televant accouThtitig ￿11¢Y Thxe
Assessment of CoiAg C•ucern
8k&>ut th¢ Charitys abKlity to ctintin￿ &$ a goitigLyJnc¢
IBe0￿1Th¥ Re50ur¢es
Recogrtitiort of IntomingResour¢¢s
The% are includ¢d ill lh¢ Ststcmcnt of Fin9E￿￿t Activities{SOFA)
- the charity becomes eniiiloj io ik
. the Direct015 air virtually ttrtsirt IW will rcceive tIK and
. the valut ca* wilh sufficieni reliabili
Incoming Resourcé$ Tyith R¢l#ted
Grgnts and DonAtiOD5
Tax Reclaims on DoD*tiOBS ADd Gifts
Incoming re50urces frotn tsx rec1￿[￿5 inclLthJ tlr SnFA iti tht FU#￿45th¢ ￿ftlOwht¢h Itv rclat¢
Volunteer Help
The value of any volunteerhelp ￿¢¢￿Ved Is nc¢ i]*lu&d in tly iskniW in Di￿. aDDual
re[￿rE sf applicable.
Exptrtditur¢ 2nd IA*bllltks
Liability RecogDitton
Liabilitie5 are rccwixd ￿ SAM>n &EtheTt 15 a kg&t ¢jr£lwrw￿￿b1iglti￿ ciAmniryin&thtcknit> tyJtresowce$.
Chxngt itt Att•untlAg Polleles and Previous Accounts
There hav¢ been w clwg¢s policies
13

NOTES TO THE FIIYAIYCEAL STATEMENTS
FOR THE 12 MONTHS ENDED 31 DECFMBER 2013
2. PROPERTY AND TANGIBLE FIXED A&SETS
The church buildiDg and churchyards #re not owued by the PCC. ar¢ held ID trust for the bellefit of the parÉsh
The PCC h&8 insured the Chwch buildings and contents for-
St Nicholas of M￿, Wortb Matravers
£3.572,186
St Aldheims Chapel, Worth Matravers
£1.950.406
St Georges Ch￿h and Coach Ho￿. Lty(Kk
£13,670,194
Si James. Kin￿On
£13281140
The Rectory is own¢d by the Diocese of Salisbwy.
The Coach House site (compnsing the and car park) aTLd F￿1￿. ActthL ate rewered in the name of the diocese
but are for the benefi( of the PaEisFL
The Coach Ho￿¢ and Enz¢li ar¢ both tenanted. See rLOte4
3. INVESTMEiwrs
Market Value
As at 1st January 2023
Revaluation
Additions
Dtsposals
As at 31st Decern￿ 2023
Totsl
47.116
32J17
3.040
79,433
7.085
4,8¢M)
46J60
4,800
81.718
35J57
All investsnent assets were held in the UK underthe managellffttt of CCLA.
Income r￿e1ved from these investsnent &￿ts is recorded in Note 4e
14

THE PAROCHIAL CHURCH COUNCIL OF
THE ECCLESIASTICAL PARISH OF
ST ALDHELM, PURBECK
NOTES TO THE FINANCIAL STATEMENTS (Continued)
FOR THE 12 MoNfHS ENDED 31 DECEMBER 2023
4. INCOMING RESOURCES
15 Mtbs to
21122
Notes
Funds
2023
a} Donations and tEgaci&s
Donations alld Gifts
Gift Aid Tax R¢fimd
Ntissionary Fund
Legacy
40J16
9,132
66.151
5.73 1
5,467
106.467
14,863
5.467
76,669
18,183
7.209
I,o(K)
49W8
77JS0
126,797
103.061
b) ChaT3table Activities l Events
Weddings and FuneraL
F¢t¢ l QUÉZ
15204
6556
15204
6.556
13,867
7,079
21.761
21,761
2fl,946
c) GraDts
DI￿¢se- Warni Spar£s Fu￿1
Building & Fabric Grants
Listed Places of Worship SGheme (VAT r¢fi￿d5)
2,255
10,000
7207
98.199
27.035
98.199
27.035
125234
125234
d) Other Trading Activihes
Rentals
9238
360
181
.424
9.238
360
181
1,424
Coach House
Garage
Hire Fees {ad rentsls)
370
228
lJ53
The Dubber (adTffttising revenu¢)
7.411
7.411
9.466
18,614
1&614
22550
e) IAvesttnent InC￿e
Int¢r¢st
Dividends
Reali%d and Unrealtsed gains on itivestmu
2.280
1240
5214
2.022
I,ioo
1,871
4.301
2,340
7.085
1.148
3,127
-5,950
&734
4.992
13.726
-1,675
TOTAL
98J56 0
207￿75 0
3116,131
164J43
15

THE PAROCHIAL CHURCH COUNCIL OF
THE ECCLESIASTICAL PARISH OF
ST ALDHEL￿ PURBECK
NOTES TO THE FINANCIAL STATEMENTS (continued)
FOR THE 12 MoNfHS ENDED 31 DECEMBER 2023
TOTAL
Uwrestricte41 Restrid¢d TOTAL 15 Mth$ to
Fullds
FuBds
2023
31-Dee-22
5. RESOURCES EXPENDED
Notfs
al RuDlling Costs of Activiti&s in Fwther
of the Charitable Objeets
Mini$ty Costs
Verger F¢¢s
Organist
Bells Ringers
3274
1.151
2,155
360
3274
1,151
2,155
360
3.797
1,650
700
7.636
7,636
6,685
Administrdtor
AdMI￿lstative Expenses
Christian Copyright Li¢¢ncing International
Bank fres
,123
5289
,123
5289
286
473
6,630
3,710
570
236
473
Parish Share payable to di￿¢s¢
Quarterty Diocesan B41ard of Finan
38.861
3.804
38.864
3.804
46,(H)8
5,863
Utlities
9.079
9.079
15200
Gardening
6.035
6.035
5,591
Rq)aiTS a]]d Mainl￿arKe
4.755
4.755
4.320
Depre¢i*ion
434
R¢5trictsd Funds
182,699
182.699
37.728
91284
182.699
273,982
139,1211
16

THE PAROCHIAL CHURCH COUNCIL OF
THK ECCLESIAsficAL PARISH OF
ST ALDIIEI.M. PURBECK
NOTES TO TtIE FINANCIAL sfATF.MENIS (¢ontinu¢d)
FOR THE 12 MoNfHS ENDED 31 DECEMBER 21123
6. RESTiUCtKD FUNDS
Tr*#skws{toy
CiftAld fron Celler*i E4xndltKre 3V12r2011
31112n022
M￿s1o￿ary FuRd
5.467
477
369
tthRton Butl(kn8& FthcF
360
8Ston Jl¢ll FuDd
Kinssion Orw Fund
Kingston Bllildin8 2nd FAt*ic Fw
1564
330
124
276
1770
1.595
67
613
Warth F￿d
Worth Fabric Fund
Worth Orw Fuod
Pthlln Beqvtsi
radfoTd Bque5t
436
67.703
240
65.186
4J83
4.653
12J334
5254
97.OJ7
3J73
4.663
12J
24,014
1.871
21.085
&7
Trnwftrd
B•knDtt
3111212•22 lllc
Ace
GIftA41 Go•ernl Ewolt¥￿ 31￿￿0
GrA•ts
ML4￿￿niry Fund
Trt¢ Futi
750
750
7N)
165
. MosAic
Thr SiM8hs
BnlJ5h Lryorl
chri511￿8]e] Chilthells
Cnyis al Christtn
fi$liSn Aid
Mo8ai¢. CoroTrH¢Jon Cr￿1 tc•n
DEC. Turkny Earthqu&¢
Antakya . TuTkisb E*thquae
504
142
366
617
1275
270
284
321
477
369
YTi4DING AcmTrY
It203
11718
-iJis
TheDublxr
7.532
1&614
20250
17

THE PAROCHtAL CIIURCH COUNCIL OF
THE ECCLESIASTICAL PARISH OF
ST ALDHF.LM, PURBECK
NOTE.S TO THE FINANCIAL STATEMENTS (Continued)
FOR THE 12 MoiYfHS EIYDED 31 DECEMBFR 2023
8. CASH AT BANK AND IN HAND
Tot*l
Total
31n2n023 3111212022
Fllllds
F•Dds
Cash at Batsk
I￿,150
92,681
192.830
201,191
100.150
92.681
192J30
201,191
9. DEBTORS
Unr¢s¢rieled Restrieted
Funds
Tot*1
2023
TotAI
2022
Gift Aid Refthnd
V AT Refunds
Heri18ge Lottery
Dubber Adverts
In5vran¢¢ prepald
Other
Dio¢¢se- Warni Spacey Fund
1,715
1.715
.335
20.391
627
3.493
308
10.917
700
.335
20.391
627
3,493
308
168
3.211
2.255
0,142
2&726
17.251
10. CREDITORS
Ullr¢strided Restricted
F¥nds
Tot•1
2023
Total
2022
SSE- Elecrri¢iry
Verger
Mainteftance- Phot(Kopier
Maintenance- Printer
DBF Fees
Lighting- L•ngton
Architect Fee5- Kingston
Prepaid l)ubber Adverts
2.530
4(K)
2J30
400
100
275
701
3.483
275
701
66
3,474
7,686
7,023
18

THE PAROCHIAL CHURCH COUNCIL OF
THE F.CCLF.SIASTICAL PAIUSH OF
sr ALDHELM. PURBECK
NOTES TO THE FINANCIAL STATEMENTS {eotttiDued)
FOR THE 11 MONTHS ENDED 31 DECEMBER 2023
11 STAFF COSTS AND IYUMBEILS
2023
Wages and Sai8ri¢s
S(Kial Security Costs
Employers cOntn￿utjO￿ to Defined Cithknution Pewi(m Scheme
8.123
&123
Totsj
The Charity orfflte5 a PAYE 5d￿￿t0 all eD1pkn￿ memTras of staff employee ￿1Ved￿￿oIUrnents
of over £60.000. 12022:
13. DIRECTORS AND ufHER RELATED PARTILS
the PCC. as appTLVi
Totsi doNatiQn5 (CXGI Gyft Aid) fr(w TTUSte¢s and ￿l9￿j Ffjrti¢s tn thc fThTKiaJ yc4r w&5 £&4(
14. RECONCILIATIOP4 OF MOVEMENf ON CAprrAL AI¥D RFSERVLS
ij
Th¢ PCC is acharity registered with the C&￿ity c0mll￿10￿
nLllnber 1196110 ￿d is theffe￿ subirftt(b Corpx?ti￿ Tax aThJ (k)es not b￿¢ a share capitsl.
2023
Profitl Deflclt for the flnanckl year
Other Retognised Goirt5
10.783
10.783
BalarI￿ BrO￿knt Fovward
291.850
Cb5ing Fundsat 3tst Offemter 2022
19

THE PAROCHIAL CHURCH COUNCIL OF
THE ECCLESIASTICAL PARISH OF
ST ALDHELK PURBECK
NOTES TO THE FINANCIAL STATEMENTS (continued)
FOR THE 12 MONTHS ENDED 31 DECEMBER 2023
15. RISK ASSE&SMENr
The TnL8tees actively review the major risks whTch the char&ry faces on a regular basis and believe that maintsining
the free reserves stated. combined with tbe review of the controls over key finaDcial systems caTried out on an annu.,
basi5 will provide suffieieth resourees in ihe event of adverse eondtiions. The llymees have also exanined other
operational and business risks which they face alld eonfirni that they have established systems to mitigate the
Si8nificant risk5.
16. RESERVES POLICY
Th¢ Tr￿slee$ have coL8idered the level of reserves they w&sh to retaio appropriate to the charity5 needs. This is
bg8ed on the ¢h4Tity's si?£ and the level of financial commitments held. The Tr￿teeS aim to ensu￿ the charity will I
able to continue to fulfil its chartthble obje¢tives even if there is a temp)rary shortfgll in the ir￿rne or unexpected
expenditure. The Trustees will ¢nd¢avour not to s¢t asid¢ fimds Unnecessarity.
17. PUBLIC BENEFJT
The charity acknowledges its requiremetti to demonstratr clearly il must bave dwiÈable purposes or'&ims'
thai are for the public benefit. Details of how the charity has achteyed this are PTovided in the Tntstees repon.
The Trustees confirn that they have paid due re8ard to the Charity Commission guidanee on public benefit
beforc decidll￿ what activities the chty thould urthrtth.
20