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2023-03-31-accounts

DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

FILWOOD HOPE LTD

FINANCIAL STATEMENTS

31 MARCH 2023

Company Registration Number 03487393 Charity Number 1067441

DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

FINANCIAL STATEMENTS YEAR ENDED 31 March 2023

CONTENTS PAGE
Reference and administrative details of the charity and its
advisors 1
Trustees’ annual report 2 to 5
Independent Examiners report 6
Statement of financial activities (including income and
expenditure account) 7
Balance sheet 8
Notes to the financial statements 9 to 17

DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY AND ITS ADVISORS

YEAR ENDED 31 MARCH 2023

Charity Name Filwood Hope Limited
Company number 03487393
Charity number 1067441
Registered office Filwood Hope Centre, 11 & 13 Filwood Broadway, Knowle West
Bristol, BS4 1JL
Trustees Trustees, who are also directors under company law, who
served during the year and up to the date of this report were as
follows:
B A Morris
E M Palairet Chairperson
N Piggot
T Marston
Key Management
Personnel Margaret Aitken & Laura Hathway
Bankers Bank of Scotland, 33 Old Broad Street, London
Independent Geoff Archer
Examiner Bristol Community Accountants CIC
The Park, Daventry Road, Bristol, BS4 1DQ

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

TRUSTEES’ ANNUAL REPORT

YEAR ENDED 31 MARCH 2023

Structure, governance and management

The charity is constituted as a company limited by guarantee, incorporated on 30th December 1997, registered under the Companies Acts (registration number 03487393) and its governing document is a Memorandum and Articles of Association. It was granted charitable status by the Charity Commission under number 1067441.

By operation of law all trustees are directors under the Companies Act 2006 and all directors are trustees under Charities legislation and have responsibilities, as such, under both company and charity legislation.

Trustees

The directors of the charitable company (“the charity”) are its trustees for the purposes of the charity law and throughout this report are collectively referred to as the trustees.

The Trustees who served during the year and since the year end are listed on page 1.

Objectives and activities

The objects for which the charity is established are:

(1) the prevention or relief of emotional, spiritual or financial hardship in filwood ward and surrounding area by providing access to advice and services which might not otherwise be accessed through lack of means.

(2) to promote social inclusion* for the public benefit through

developing the capacity and skills of individuals in filwood ward and surrounding area to enable people to identify and help meet their own needs and to participate more fully in society.

*i.e. feel part of; where all people feel valued, their differences are respected, and their basic needs are met so they can live in dignity. these relate to the importance of the links between the individual members of our society and the role of each person as a member of this group.

These are achieved by:

• Providing a drop-in advice centre, offering a friendly, relaxed atmosphere where clients can talk through their issues in a safe and confidential setting. We handle any

enquiry, seeking to help the client resolve their difficulty. To support clients our activities include making telephone calls, writing letters, filling forms, contacting local and statutory bodies.

• Specialist advisors being available during the week to give confidential advice.

This is made possible by employing 3 part-time members of staff, and having a team of 8 volunteers.

In planning our objectives and activities we have had regard to the Charity Commission’s guidance on public benefit.

Strategic report

The following sections for achievements and performance and financial review form the strategic report of the charity.

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

TRUSTEES’ ANNUAL REPORT

YEAR ENDED 31 MARCH 2023

Achievements and performance

The financial year started with depleted reserves and uncertainty about the source of finance to fund the work of the charity, at a time where both our running costs and the need for our service were increasing due to the cost-of-living crisis hitting England.

Through a public appeal for donations coordinated by chair of trustees Ed Palairet and centre manager Pearl Aitken, generously amplified by the local press (Bristol 24/7, BBC Online, BBC Radio Bristol, and Bristol Live), the charity benefited from new visibility across the city, and 100 new donors who gave one-off donations to cover the running costs until grant funding could be secured again. During this time, we received overwhelming messages of support – many confirming that Filwood Hope Advice Centre fulfils an essential role locally, and that it has had a long-lasting impact in the lives of individuals and families.

Partial funding having been secured from a range of trusts and grants, the charity was able to retain a full team of passionate and knowledgeable staff – who are as busy as ever. The bespoke one-toone advice sessions include advice information, signposting, form-filling, letter-writing, referrals (debt services, foodbanks, mental health agencies, occupational therapists), support with welfare benefit applications and appeals, and offering emotional support. Filwood Hope Advice Workers also submit grant applications on behalf of clients, they help with budgeting skills, and energy bills. They are also able to hand out food aid, fuel aid, toiletries and sanitary items at their discretion (from restricted funds). About half of their work on welfare benefits is supporting clients through the PIP application process (formerly Disability Living Allowance). 65.8% of clients are aged 55 and over.

The board is grateful to all who agreed to fund Filwood Hope, and relieved that the level of service to the people of Bristol was maintained throughout the financial year. During the reporting period, our free advice service has helped over 400 individuals during the deepening cost-of-living crisis, and for every £1 we spend on our running costs, our team raised at least £5 in previously unclaimed benefits for our clients. We also expanded our reach across South Bristol, with more and more people coming from neighbouring wards, which like Filwood, include housing estates that rank very highly on multiple indicators of deprivation.

We are grateful to our team, partners, supporters, volunteers and pro bono professionals who have helped us:

A local church kindly hosted our 25th anniversary celebration where the Lord Bishop of Bristol expressed her gratitude for the work of Filwood Hope. The level of trust and respect that our team has earned cannot be replicated: we know that local residents value our 25 years of continuity and distrust short-term funded projects that disappear after 3 years; it is also culturally not acceptable to go into people’s homes, which limits the reach of some other organisations trying to help. Many will not leave the housing estate for months at a time - which is why having our service so local is so

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

TRUSTEES’ ANNUAL REPORT

YEAR ENDED 31 MARCH 2023

important. We work collaboratively with other community organisations, and we partner with expert service providers: we know our niche and we ensure there is no duplication. This means we must continue to play our part.

Financial review and reserves

Income for the year was £89,023 (2022: £36,396), expenses were £58,304 (2022: £49,725), bringing total funds carried forwards to £39,242 (2022: £8,523) of which £35,341 were freely available unrestricted reserves.

This means a surplus of £30,719 (2022: £13,329 deficit).

These summary figures do not account for outstanding liabilities of £2,271 at year end, which represent disputed invoices for services not received to an adequate standard.

Public Benefit

The trustees confirm that they have complied with the requirements of section 17 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission for England and Wales

Funds received as agent or funds held as custodian trustee

There are no assets, classes of assets or categories of assets held on behalf of other entities.

Statement of responsibilities of the Management Committee

The trustees who are also the charity trustees have prepared financial statements for the financial year, which give a true and fair view of the state of affairs of the charitable company and the incoming resources and application of resources, including the net income or expenditure, of the charitable company for the year. In preparing those financial statements the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and which enable them to ensure that the financial statements comply with the Companies Act 2006. The trustees are also responsible for safeguarding the assets of the charitable company, and hence for taking reasonable steps for the prevention and detection of fraud and any other irregularities.

The trustees confirm that to the best of their knowledge there is no information relevant to the independent examination of which the examiners are unaware. The trustees also confirm that they

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

TRUSTEES’ ANNUAL REPORT

YEAR ENDED 31 MARCH 2023

have taken all necessary steps to ensure that they themselves are aware of all relevant examination information and that this information has been communicated to the examiners.

Independent examiners

Geoff Archer of Bristol Community Accountants CIC was appointed as the charitable company’s independent examiner during the year.

9/10/2023

Approved by the trustees on ………………………. and signed on its behalf by

Edward Palairet

Trustee

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

INDEPENDENT EXAMINERS REPORT

YEAR ENDED 31 MARCH 2023

I report on the accounts of the company for the year ended 31st March 2023 which are set out on pages 7 to 17.

Responsibilities and basis of report

As the charity’s trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (‘the 2006 Act’).

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.

Independent examiner’s statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a ‘true and fair view which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

9/10/2023 Geoff Archer Date…………………….

Bristol Community Accountants CIC The Park Daventry Road Knowle Bristol BS4 1DQ

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

STATEMENT OF FINANCIAL ACTIVITIES (Including Income and Expenditure Account)

YEAR ENDED 31 MARCH 2023

Note
Incoming and Endowments from:
Donations and Legacies
3
Charitable Activities
4
Investments
5
Total
Expenditure On:
Charitable Activities
7
Total
Net income/(expenditure)
Transfers between funds
Net movement in funds
Reconciliation of Funds:
Total funds brought forward
Total funds Carried Forward
Unrestricted
Funds
£
85,627
25
171
85,823
54,071
54,071
31,752
309
32,061
4,142
36,203
Restricted
Funds
£
3,200
-
-
3,200
4,233
4,233
(1,033)
(309)
(1,342)
4,381
3,039
Total Funds
2023
£
88,827
25
171
89,023
58,304
58,304
30,719
-
30,719
8,523
39,242
Total Funds
2022
£
36,337
55
4
36,396
49,725
49,725
(13,329)
-
(13,329)
21,852
8,523

All of the activities of the charity are classed as continuing

The notes on pages 9 to 17 form part of these financial statements

As required by paragraph 4.67 of the SORP, the brought forward and carried forward funds above have been agreed to the Balance Sheet.

Details of the allocation of 2022 total funds between unrestricted and restricted are shown in note 17

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

BALANCE SHEET

YEAR ENDED 31 MARCH 2023

Note
Fixed assets
12
Current assets
Cash at bank and in hand
Total current assets
Creditors : Amounts falling
due within one year
13
Net Current assets or liabilities
Total net assets or liabilities
The Funds of the Charity
Restricted funds
15
Unrestricted funds
15
Total charity funds
39,236
39,236
(856)
3,039
36,203
2023
£
862
38,380
39,242
39,242
2022
£
1,312
8,193
8,193
(982)
7,211
8,523
4,381
4,142
8,523

The directors are satisfied that the company is entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The directors acknowledge their responsibilities for complying with the requirements of the Companies Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to small companies subject to the small companies' regime and in accordance with FRS102 SORP.

9/10/2023

These financial statements were approved by the trustees on ……..................... and are signed on their behalf by:

Edward Palairet Trustee

The notes on pages 9 to 17 form part of these financial statements

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2023

1 Basis of Preparation

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (issued on 16 July 2014), as amended by Update Bulletin 2 published in October 2018, effective for accounting periods beginning on or after 1 January 2019, the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

2 Accounting Policies

i) When donors specify that donations given to the charity must be used in future accounting periods, the income is deferred until those periods.

ii) When donors impose conditions which have to be fulfilled before the charity becomes entitled to use such income, the income is deferred until the pre-condition have been met.

Equipment - 25% straight line

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2023

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2023

Income and Endowments From:

3
Donations and Legacies
Donations
Personal Gifts & Donations
Corporate Gifts
Churches
Gift Aid
Grants
Bristol City Council Grants
Grants from Trusts
Donations and Legacies prior year
Donations
Personal Gifts & Donations
Churches
Grants
Bristol City Council Grants
Grants from Trusts
Unrestricted
Funds
£
20,328
250
2,778
4,097
7,519
50,655
85,627
Unrestricted
Funds
£
5,658
3,145
9310
11059
29,172
Restricted
Funds
£
200
-
-
-
-
3,000
3,200
Restricted
Funds
£
90
75
-
7000
7,165
Total Funds
2023
£
20,528
250
2,778
4,097
7,519
53,655
88,827
Total Funds
2022
£
5,748
3,220
9,310
18,059
36,337
Total Funds
2022
£
5,748
-
3,220
-
9,310
18,059
36,337

4 Charitable Activities

Café Sales Unrestricted
Funds
£
25
25
Restricted
Total Funds
Funds
2023
£
£
-
25
-
25
Total Funds
2022
£
55
55

Charitable Activities prior year - all unrestricted

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2023

5 Investments

Investment Interest Unrestricted
Funds
£
171
Restricted
Funds
£
-
Total Funds
2023
£
171
Total Funds
2022
£
4

Investment income prior year - all unrestricted

6 Government grants

The charitable company receives government grants. The total value of such grants in the period ending 31 March 2023 was £7,519 (2022:£9,310). There are no unfulfilled conditions or contingencies attaching to these grants in the year ended 31 March 2023.

Expenditure on:

Costs of other trading acitivies prior year - all unrestricted

7 Charitable activities

Café Supplies
Insurance
Other Direct Costs: Accountants Fees
Other Direct Costs: Sundry
Pension costs
Printing & Photocopy
Salaries
Service Charges
Software Service Contract
Telephones-Fax-Postage
Training
Utilities: Heat, Light & Power
Depreciation
Unrestricted
Funds
£
18
2,537
856
1,904
884
43
40,347
2,178
995
1,678
312
1,869
450
54,071
Restricted
Funds
£
-
-
-
1,577
-
261
1,500
-
895
-
-
-
-
4,233
Total Funds
2023
£
18
2,537
856
3,481
884
304
41,847
2,178
1,890
1,678
312
1,869
450
58,304
Total Funds
2022
£
-
936
982
1,287
743
308
39,746
1,648
630
1,533
40
1,422
450
49,725

continued…

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023

----- Start of picture text -----
||||| |---|---|---|---| |Charitable Activities prior year|Unrestricted|Restricted|Total Funds| |Funds|Funds|2022| |£|£|£| |Insurance|936|-|936| |Other Direct Costs: Accountants Fees|982|-|982| |Other Direct Costs: Sundry|1,087|200|1,287| |Pension costs|455|288|743| |Printing & Photocopy|-|308|308| |Salaries|33,034|6,712|39,746| |-| |Service Charges|1,648|1,648| |Software Service Contract|-|630|630| |-| |Telephones-Fax-Postage|1,533|1,533| |Training|40|-|40| |-| |Utilities: Heat, Light & Power|1,422|1,422| |Depreciation|450|-|450| |41,587|8,138|49,725|

----- End of picture text -----

8 Net incoming resources for the year

This is stated after charging:

----- Start of picture text -----
|||| |---|---|---| |2023|2022| |£|£| |Depreciation|450|450| |Independent Examination Fees|713|679|

----- End of picture text -----

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023

9 Staff costs and numbers

The aggregate payroll costs were:

Wages and Salaries
Pension Costs
No employee received emoluments of more than £60,000.
Employees
The average head count of employees during the year was as follows:
2023
£
41,847
884
42,731
2023
No.
3
2022
£
39,746
743
40,489
2022
No.
3

Total employee benefits paid to key management personnel during the year were £36,839 (2022: £34,899)

The charity trustees were not paid or received any other benefits from employment with the charity in the year (2022: £nil) No trustees received reimbursement for board expenses incurred throughout the year (2022: £nil). No charity trustee received payment for professional or other services supplied to the charity (2022: £nil).

There were no other related party transactions during the year (2022: £nil).

10 Taxation

The charity is exempt from tax on income and gains falling within section 505 of the Taxes Act 1988 or section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects.

11 Company limited by guarantee

The company is limited by guarantee and as such has no issued share capital. In the event of the company being wound up the liability of the members is limited to £1 each.

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2023

12 Tangible fixed assets

Cost
At 1 April 2022
At 31 March 2023
Depreciation
At 1 April 2022
Charge for the period
At 31 March 2023
Net book value
At 31 March 2023
At 31 March 2022
Equipment
£
6,224
6,224
4,912
450
5,362
862
1,312
Total
£
6,224
6,224
4,912
450
5,362
862
1,312

13 Creditors: amounts falling due within one year

Accruals 2023
£
856
856
2022
£
982
982

14 Contingent Liability

At year end there is a potential outstanding liability of £2,271 which represents disputed invoices for services not received to an adequate standard.

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2023

15
Movement in funds
Restricted funds
Elderly Services
Food Fund
Greenhall
Bristol Churches City Fund
The Burden Trust
Western Power Community
Telephone Room
Total Restricted Funds
Unrestricted funds
General Funds
Designated - Asset depreciation
Total Unrestricted Funds
Total funds
At
01-Apr
2022
£
309
2,229
261
-
895
-
687
4,381
2,830
1,312
4,142
8,523
Incoming
resources
£
-
200
-
1,500
-
1,500
-
3,200
85,823
-
85,823
89,023
Outgoing
resources
£
-
(404)
(261)
(1,173)
(895)
(1,500)
-
(4,233)
(53,621)
(450)
(54,071)
(58,304)
Transfers
£
(309)
-
-
-
-
-
-
(309)
309
-
309
-
At
31-Mar
2023
£
-
2,025
-
327
-
-
687
3,039
35,341
862
36,203
39,242

Purpose of funds

The Burden Trust – A grant was requested to replace our database and fund it for 2 years. This was granted in June 2020.

Elderly services – Left over of a grant received in 2017 for relief of hardship for the elderly.

Food fund – Individual gifts earmarked for food fund enables us to respond to fuel and food poverty

Bristol Churches City Fund - A grant to support individuals suffering from food poverty

Green Hall Foundation – This grant was to purchase a new to us photocopier. This was purchased in February 2021. Also to fund running costs for 5 years.

Western Power Community - A grant to support individuals suffering from food poverty

Telephone Room - To provide access of our telephones and comms equipment to our users

16 Analysis of net assets between funds

Fixed Assets
Cash at Bank and In Hand
Other Net Current Assets/Liabilities)
Total
General
Funds
£
-
36,197
(856)
35,341
Restricted
Funds
£
-
3,039
-
3,039
Designated
Funds
£
862
-
-
862
Total
Funds
£
862
39,236
(856)
39,242

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DocuSign Envelope ID: FBF2F1E8-40A3-47D1-91CA-409B2058D216

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2023

17 Analysis of prior year funds, as required by paragraph 4.2. of the SORP

Income and Endowments From:
Donations and Legacies
TRUE
Charitable Activities
TRUE
Investments
TRUE
Total
Expenditure On:
Charitable Activities
TRUE
Total
Net income/(expenditure)
Net movement in funds
Reconciliation of Funds:
Total funds brought forward
TRUE
Total funds carried forward
Prior Year
Unrestricted
Funds
2022
£
29,172
55
4
29,231
41,587
41,587
(12,356)
(12,356)
16,498
4,142
TRUE
Prior Year
Restricted
Funds
2022
£
7,165
-
-
7,165
8,138
8,138
(973)
(973)
5,354
4,381
TRUE
Prior Year
Total
Funds
2022
£
36,337
55
4
36,396
49,725
49,725
(13,329)
(13,329)
21,852
8,523
TRUE

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