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2022-03-31-accounts

Company Registration Number: 04481253 Charity Registration Number: 1098666

24 OCT 2022

The Mashamshire Community Office

(A company limited by guarantee) Annual Report and Financial Statements For the Year Ended 31 March 2022

Car E THAN ACCOUNTANTS Ds SS ST TOTES E EEE

The Mashamshire Community Office

Contents

Reference and Administrative Details 1
Structure, Governance and Management 2
Trustees’ Report 3to 8
Statement of Trustees’ Responsibilities 9
Independent Examiner’s Report 10
Statement of Financial Activities 11
Balance Sheet 12
NotestotheFinancialStatements 13to18

The Mashamshire Community Office

Reference and Administrative Details

Trustees

PF Theakston (Chairman) D Marr TDI Klemz S J Briggs P Keigwin J Fuller S Palin (Treasurer) G Pearson CJ Greensit (resigned 3 March 2022) Marie-Christine Brummel (appointed 27 January 2022) Hazel Wade (appointed 27 January 2022)

Company Secretary H E Jackson

Information Officer AN Mclntosh Principal Office 7 Little Market Place Masham Ripon North Yorkshire HG4 4DY Registered Office 7 Little Market Place Masham Ripon North Yorkshire HG4 4DY Company Reg No. 4481253 Charity Reg No. 1098666 Independent Examiner Clarksons Thornborough Hall Moor Road Leyburn North Yorkshire DL8 5AB

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The Mashamshire Community Office Structure, Governance and Management

Governing Document

The Mashamshire Community Office is a Company limited by guarantee governed by its Memorandum and Articles of Association dated 20" May 2002. It is registered as a Charity with the Charity Commission. Members undertake to contribute £10 to the Company’s assets should it be wound up.

Appointment of Trustees

The Trustees are appointed by the members in accordance with the terms of the Company’s Articles of Association. One third of the Trustees automatically retire at each Annual General Meeting and are available for reappointment if they so wish.

Trustee Qualification

Trustees are chosen from individuals with appropriate experience and who possess a good knowledge of the areas of support covered by the Charity’s objectives.

Organisation

The Board of Trustees, which shall not be less than two members, administers the Charity. The Board of Trustees meet at least 6 times per year and hold an annual AGM. A steering group meets monthly to progress initiatives and a manager is appointed by the Trustees to manage the day-today operations of the Charity.

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The Mashamshire Community Office Trustees’ Report

OVERVIEW

The Trustees of Mashamshire Community Office, who are directors for the purposes of company law, present the annual report of the company, together with the financial statements and independent examiners report of the company, for the year ended 31* March 2022.

The purpose of the Mashamshire Community Office is to promote and deliver a broad range of services and activities that further the interests of both Masham and the wider Mashamshire community.

OUR GOALS:

MCO was established to further the community’s economic prosperity, quality of life and access to appropriate services by:

OUR OBJECTIVES:

ACHIEVEMENTS & PERFORMANCE

The period 2020-2021 has seen us rebuild our activities as the lockdown restrictions eased and community confidence slowly was regained. We have moved through the second stage of our twoyear strategic plan which trustees adopted in 2019. We have continued to improve the efficiency

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and professionalism of our core activities. This has strengthened our relationships and connections with stakeholders and enabled us to work in partnership on new initiatives such as our successful wellbeing walks. We have successfully positioned ourselves as a community action “enabler” working closely with other charities such as MIND and Citizens’ Advice in Harrogate, to connect them with our rural community.

We continue to achieve our objectives through partnership — from May 2021 we created a new income stream through partnering with Fleece Artists’ Cooperative. We provide them with a venue to showcase and sell their work and we raise valuable additional funds for MCO which enable us to continue supporting our rural community.

We have continued to meet the needs of Mashamshire in our role as a Community Support Organisation (appointed by NYCC). We continue to support residents with shopping and prescription collections and act as a conduit for resources and information from NYCC and Harrogate Borough Council. We have also attempted to meet the increased demand for information on digital support, financial, health and wellbeing and the desire for social contact. Our commitment to supporting the vaccination roll out at Ripon Racecourse also continued.

All these activities have been possible thanks to our dedicated staff and the many volunteers who have contributed enthusiastically and professionally to the changing circumstances during this period. We have continued to be best placed to provide our whole community with information, support and referrals as needed through the activities outlined below:

OUR CORE ACTIVITIES

4

NEW INITIATIVES

5

VOLUNTEERS

MCO relies on the dedication, passion and skills of our volunteers and we are grateful for their continued support.

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During this financial year, volunteers have contributed almost 8,000 voluntary unpaid hours to support our activities including:

We want to continue to provide valuable, supported and rewarding opportunities for people to volunteer in the future.

FINANCIAL REVIEW

The Trustees have maintained funding levels to enable the charitable activities to continue and are grateful for the support from Harrogate Borough Council, North Yorkshire County Council and Masham Parish Council.

To enable the Charity to maintain its work, MCO has continued to rely heavily on generating additional income from booking services provided to Masham Town Hall, community gallery commissions, sales of merchandise, and support through subscriptions to the Visit Masham website and Masham Directory.

Covid continued to have an impact on this self-generated income, however a combination of CSO funding, donations and local business support combined with close management of expenditure, has resulted in a consistent financial position.

RESERVES POLICY

In accordance with the Charity Commissions guidelines the trustees have considered the reserve needs of the charity. As at 31 March 2022 the charitable company's funds of £53,132 were unrestricted. The Trustees have reviewed the reserves policy which considers the current situation. The Trustees’ objective is for the charitable company to have reserves that are equal to at least six months budgeted expenditure.

The balance held as unrestricted funds of £53,132 includes statutory and contractual liabilities with actual free reserves assessed as £18,132. Actual 6-month cash payments are £35,000. The current levels of reserves are higher than this level. Included in restricted reserves is an amount of £50,000 designated to cover:

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INVESTMENT POLICY

The trustees have adopted a prudent attitude to investments and risks and believe that, by the utilisation of interest-bearing investment accounts, they maximise the income available and protect the capital investment. Investment performance is reviewed at each trustees’ meeting.

PLANS FOR FUTURE PERIOD

Our physical base, at the heart of our community, is what enables us to continue the work we’ve done so successfully in our rural community - supporting more than 80 community groups, 100 businesses, responding to over 10,000 visitor enquiries and 1,000 resident enquiries each year.

In early 2022 trustees set out an updated Strategic Plan with the most urgent objective being to ensure security of tenure regarding our physical base, as we approach the end of our current lease from North Yorkshire Police.

The North Yorkshire Police, Fire and Crime Commissioner has subsequently decided to co-locate fire and police estate requirements in Masham. This means Mashamshire Community Office has the exciting opportunity to purchase the building which we have operated from for the past 20 years. We are working closely with the Police and our various stakeholders to develop and progress a strategy to raise the funds required for purchase. This will secure our position in the heart of Masham for the future.

The Board will continue to monitor our position in the current, highly uncertain climate. We will ensure we are aware of changes, risks and new opportunities presented by changes in the local government environment and the voluntary sector as a whole.

Alongside this, we are acutely aware of the current economic challenges facing our community with the cost of living and fuel crises now playing out. We continue to be the glue that strengthens our community and with the support of our dedicated staff, volunteers, partners, and stakeholders we will continue to keep residents, businesses and visitors connected and supported as we move through the coming year.

APPROVAL

This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies by order of the Trustees.

The annual report was approved by the trustees of the charity on 8 November 2022 and signed on its behalf by:

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S Palin
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Treasurer and Trustee

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The Mashamshire Community Office Statement of Trustees’ Responsibilities

The trustees (who are also the directors of The Mashamshire Community Office for the purposes of company law) are responsible for preparing the trustees’ report and the financial statements in accordance with the United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) and applicable law and regulations.

Company law requires the trustees to prepare financial statements for each financial year. Under company law the trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charitable company and of its incoming resources and application of resources, including its income and expenditure, for that period. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charitable company’s transactions and disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They 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 other irregularities.

Approved by the trustees of the charity on 8 November 2022 and signed on its behalf by:

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A |lL @ 0 le AL -
P F Theakston
Chairman and Trustee
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The Mashamshire Community Office

Independent Examiner’s Report to the trustees of The Mashamshire Community

Office

| report to the charity trustees on my examination of the accounts of the charity for the year ended 31 March 2022 which are set out on pages 11 to 18.

Respective Responsibilities of Trustees and Examiner

As the charity’s trustees of The Mashamshire Community Office (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 Mashamshire Community Office are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, | 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 | have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent Examiner’s Statement

| have completed my examination. | 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 Mashamshire Community Office 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)).

| 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. (Downer... 8 November 2022 Dawn Clarkson Clarksons Thornborough Hall Leyburn North Yorkshire DL8 5AB

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.

Statement of Financial Activities for the Year Ended 31 March 2022 (Including Income and Expenditure Account and Statement of Total Recognised

The Mashamshire Community Office

Gains and Losses)

Unrestricted Restricted Total
funds funds 2022
Note £ £ £
Income and Endowments from:
Donations Grants and Legacies 3 53,369 0 53,369
Charitable Activities 4 15,129 6) 15,129
Othertrading activities 5 23,050 6) 23,050
Investment Income 6 479 ¢) 479
Total Income 92,026 0 92,026
Expenditure on:
Raisingfunds 7 17,218 0 17,218
Charitable Activities 8 71,277 12,286 83,563
Total Expenditure 88,495 12,286 100,781
Net (expenditure)/income 3,531 -12,286 -8,755
Designated Funds Purchase of Building -50,000 50,000 0
Net movement in funds -46,469 37,714 -8,755
Reconciliation offunds
Total funds broughtforward 99,600 12,869 112,469
Total funds carried forward 16 53,132 50,583 103,714
Unrestricted Restricted Total
funds funds 2021
Note £ £ £
Income and Endowments from:
Donations Grants and Legacies 3 63,712 1,000 64,712
Charitable Activities 4 12,617 0 12,617
Othertrading activities 5 17,121 (6) 17,121
Investment Income 6 740 6) 740
Total Income 94,189 1,000 95,189
Expenditure on:
Raisingfunds 7 4,449 0 4,449
Charitable Activities 8 61,895 12,190 74,085
Total Expenditure 66,344 12,190 78,534
Net (expenditure)/income 27,845 -11,190 16,655
Netmovementinfunds 27,845 -11,190 16,655

11

The Mashamshire Community Office

(Registration Number 04481253) Balance Sheet as at 31 March 2022

2022 2021
Note £ £
Fixed Assets
Tangible assets 11 3,501 11,445
Current assets
Stocks 12 1,511 1905
Debtors 13 1,769 4,016
Cash at bank and in hand 102,984 97,186
106,264 103,106
Creditors: Amounts falling due within oneyear 14 -6,051 -2,082
Net current assets (liabilities) 100,213 101,024
Total assets less current liabilities 103,714 112,469
Creditors:Amounts fallingdue aftermorethanone year 15 0) 0
Net assets 103,714 112,469
Funds ofthe charity:
Restricted funds 50,583 12,869
Unrestricted funds 53,132 99,600
Totalfunds 16 103,714 112,469

For the financial year ending 31 March 2022 the charity was 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 charity to obtain an audit of its accounts for the the year in question in accordance with section 476; and

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

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

The financial statements on pages 11 to 18 were approved by the trustees, and authorised for issue on 08 November 2022 and signed on their behalf by:

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eI s(C
P F Theakston
Chairman and Trustee
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The Mashamshire Community Office

Notes to the Financial Statements for the Year Ended 31 March 2022

1 Charity status

The charity is limited by guarantee, incorporated in England, and consequently does not have share capital. Each of the trustees is liable to contribute an amount not exceeding £10 towards the assets of the charity in the event of liquidation.

The address of the registered office is:

7 Little Market Place Masham

Ripon

North Yorkshire HG4 4DY

The principal place of business is:

7 Little Market Place Masham

Ripon North Yorkshire HG4 4DY

These financial statements were autorised for issue by the trustees on 08 November 2022

2 Accounting policies

Summary of significant accounting policies and key accounting estimates

The principal accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all the years presented, unless otherwise stated.

Statement of compliance

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 (FRS102) (effective 1 January 2015) - (Charities SORP (FRS102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102). They also comply with the Companies Act 2006 and Charities Act 2011.

Basis of preparation

The Mashamshire Community Office meets the definition of a public benefit entity under FRS102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy notes.

Going concern

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern nor any significant areas of uncertainty that affect the carrying value of assets held by the charity.

Exemption from preparing a cash flow statement

The charity opted to early adopt Bulletin 1 published on 2 February 2016 and have therefore not included a cash flow statement in these financial statements.

Income and endowments

All income is recognised once the charity has entitlement to the income, it is probable that the income will be received and the amount of the income receivable can be measured reliably.

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Notes to the Financial Statements for the Year Ended 31 March 2022

The Mashamshire Community Office

Donations and legacies

Donations are recognised when the charity has been notified in writing of both the amount and settlement date. In the event that a donation is sublect to conditions that require a level of performance by the charity before the charity is entitled to the funds, the income is deferred and not recognised until either those conditions are fully met, or the fulfilment of thos conditions is wholly within the control of the charity and it is probable that these conditions will be fulfilled in the reporting period.

Grants receivable

Grants are recognised when the charity has an ebtitlement to the funds and any conditions linked to the grants have been met. Where performance conditions are attached to the grant and ar eyet to be met, the income is recognised as a liability and included on the balance sheet as deferred income to be released.

Expenditure

All expenditure is recognised once there is a legal or constructive obligation to that expenditure, it is probable settlement is required and the amount can be measured reliably. All costs are allocated to the applicable expenditure heading that aggregate similar costs to that category. Where costs cannot be directly attributed to particular headings thay have been allocated on a basis consistent with the use of resources, with central staff costs allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset's use. Other support costs are allocated based on the spread of staff costs.

Raising funds

These are costs incurred in attracting voluntary income, the management of investments and those incurred in trading activities that raise funds.

Support costs

Support costs include central functions and have been allocated to activity cost categories ona basis consistent with the use of resources, for example, allocating property costs by floor areas or per capita, staff costs by the time spent and other costs by their usage.

Governance costs

These include the costs attributable to the charity's compliance with constitutional and statutory requirements, including audit, strategic management and trustee's meetings and reimbursed expenses.

Government grants

Government grants are recognised based on the accrual model and are measured at the fair value of the asset received or receivable. Grants are classified as relating either to revenue or to assets. Grants relating to revenue are recognised in income over the period in which the related costs are recognised. Grants relating to assets are recognised over the expected useful life of the asset. Where part of a grant relating to an asset is deferred, it is recognised as deferred income.

Taxation

The charity is considered to pass the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes. Accordingly, the charity is potentially exempt frpm taxation in respect of income or capital gains received within categories covered by Chapter 3 Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively to charitable purposes.

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The Mashamshire Community Office Notes to the Financial Statements for the Year Ended 31 March 2022

Tangible Fixed Assets

Individual Fixed Assets costing £100.00 or more are initially recorded at cost, less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

Depreciation and Amortisation

Depreciation is provided on tangible fixed assets so as to write off the cost or valuation, less any estimated residual value, over their expected useful economic life as follows:

Leasehold Property

Fixtures, Fittings and Equipment

5% straight line basis over the lease of 20 years 20% reducing balance basis

Trade debtors

Trade debtors are amounts due from customers for merchandise sold or services performed in the ordinary course of business.

Trade debtors are recognised initially at the transaction price. They are subsequently measured at amortised cost using the effective interest method, less provision for imairment. A provision for the impairment of trade debtors is established when there is objective evidence that the charity will not be able to collect all amounts due according to the original terms of the receivables.

Cash and cash equivalents

Cash and cash equivalents comprise cash on hand and call deposits , and other short term highly liquid inbestments that are readily convertible to a known amount of cash and are subject to an insignificant risk of change in value.

Trade creditors

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of business from suppliers. Accounts payable are classified as current liabilities if the charity does not have an unconditional right , at the end of the reporting period, to defer settlement of the creditor for at least twelve months after the reporting date. If there is an unconditional right to defer settlement for at least twelve months after the reporting date, they are presented as non-current liabilities.

Trade creditors are recognised initially at the transaction price and subsequently measured at amortised cost using the effective interest method.

Fund structure

Unrestricted income funds are general funds that are available for use at the trustee's discretion in furtherance of the objectives of the charity.

Restricted income funds are those donated for use in a particular area or for specific purposes, the use of which is restricted to that area or purpose.

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The Mashamshire Community Office

Notes to the Financial Statements for the Year Ended 31 March 2022

3 Income from Donations

Unrestricted Restricted Total Total
funds funds 2022 2021
£ £ £ £
Donations and legacies;
North Yorkshire Police Authority 7,150 7,150 7,150
General 1,106 1,106 2,581
Grants, including capital grants;
NYCC 4,000 0 4,000 5,000
Harrogate Borough Council 9,500 9,500 9,800
Masham Parish Council 3,500 3,500 3,500
Government Grants - Covid support 28,113 28,113 36,681
53,369 ) 53,369 64,712
4 Income from charitable activities
Unrestricted Restricted Total Total
funds funds 2022 2021
£ £ £ £
Project Grants 15,090 15,090 5,292
Statutory Sick/Maternity Pay Refund 39 39 7,325
15,129 0 15,129 12,617
5 Income from other trading activities
Unrestricted Restricted Total Total
funds funds 2022 2021
£ £ £ £
Rent, sales and other income 23,050 23050 17121
6 Investment income
Unrestricted Restricted Total Total
funds funds 2022 2021
£ £ £ £
Interestreceivable 479 479 740

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The Mashamshire Community Office Notes to the Financial Statements for the Year Ended 31 March 2022

7 Expenditure on raising funds

Unrestricted Unrestricted Restricted Total Total
funds funds 2022 2021
£ £ £ £
Costs of Raising Funds 17,218 0 17,218 4,449
17,218 0 17,218 4,449
8 Expenditure on charitable activities
Unrestricted Restricted Total Total
funds funds 2022 2021
£ £ £ £
Governance costs 9 71,277 12,286 83,563 74,085
£71,277(2021 -£61,895) ofthe above expenditurewas attributable to unrestrictedfundsand
£12,286(2021 -£12,190) to restrictedfunds.
9 Analysis ofgovernance and support costs
Unrestricted Restricted Total Total
funds funds 2022 2021
£ £ £ £
Accountancy fees 2,327 128 2,455 2,283
Legal fees 13 0 13 13
Marketing and publicity 3,508 184 3,692 2,085
Employment Costs 41,659 2,818 44,477 40,599
Rent 6,828 322 7,150 7,150
R& R Grant 161 931 1,092 1,000
Liftshare scheme 310 0 310 0
Other governance costs 16,471 7,904 24,374 20,955
71,277 12,286 83,563 74,085

£71,277 (2021 - £61,895) of the above expenditure was attributable to unrestricted funds and £12,286 (2021 - £12,190) to restricted funds.

The rent shown includes £7,150 for rental of the offices estimated by the Trustees and this is shown as a donation to the Charity in Note 3 as rent is not currently being paid.

The average number of employees during the year totalled 4 (2021 - 4). These staff undertook administrative duties.

10 Taxation

The charity is a registered charity and is therefore exempt from taxation

11 Tangible Fixed Assets
Short Fixtures,
leashold fittings and
property equipment Total
£ £ £
Cost
At 1April 2021 158,598 14,181 172,779
Additions 0 678 678
Disposals 0 0 0
At 31 March 2022 158,598 14,859 173,457
Depreciation
At 1April 2021 149,931 11,403 161,334
Charge fortheyear 7,930 691 8,621
Disposals 0 0
At 31 March 2022 157,861 12,094 169,955
Net book value
At 31 March 2022 737 2,764 3,501
At31March2021 8,667 2,778 11,445

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The Mashamshire Community Office
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The Mashamshire Community Office The Mashamshire Community Office The Mashamshire Community Office The Mashamshire Community Office
Notes to the Financial Statementsfor the Year Ended 31 March 2022 continued
12Stocks Total Total
2022 2021
£ £
Stocks 1,511 1,905
13 Debtors
Unrestricted Restricted Total Total
funds funds 2022 2021
£ £ £ £
Trade debtors 1,298 1,298 3,452
Other debtors 471 471 564
1,769 0 1,769 4,016
14 Creditors: amountsfalling due within one year
Total Total
2022 2021
£ £
Trade creditors 433 787
Accruals and deferred income 2,395 1,295
Other creditors 3,223 0
6,051 2,082
15 Creditors: amounts falling due afterone year
Total Total
2022 2021
£ £
Other creditors 0 0
Deferred Income 0 0
0 0
16 Funds
Balance at Incoming Designated Funds Resources Balance at
01-Apr-21 Resources PurchaseofBuilding expended 31-Mar-22
£ £ £ £
Unrestricted funds 99,600 92,026 -50,000 -88,495 53,132
Restricted funds 12,869 (e) 50,000 -12,286 50,583
Total funds 112,469 92,026 0 -100,781 103,714
Balance at Incoming Designated Funds Resources Balance at
01-Apr-20 Resources Purchase ofBuilding expended 31-Mar-21
£ £ £ £
Unrestricted funds 71,755 94,189 0 -66,344 99,600
Restricted funds 24,059 1,000 0 -12,190 12,869
Totalfunds 95,814 95,189 0 -78,534 112,469

17 Analysis of net assets between funds

Tangible fixed assets Current assets Current liabilities

18 Analysis of net funds

Cash at bank and in hand Net debt

Unrestricted
Funds
General Totalfunds
£ £
3,501 3,501
106,264 106,264
-6,051 -6,051
103,714 103,714
At 1 April 2021 Cashflow At31March 2022
£ £ £
97,186 5,799 102,984
97,186 5,799 102,984

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