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2023-03-31-accounts

Trustees J H Shippam
M P Taylor
R L Garvey
SStevens
Secretary WE Dent
Charity number 1123356
Company number 05995956
Registered oNce The Bassil Shipparn Centre
Tozer Way
St Pancras
Chichester
West Sussex
PO19 7LG
Independent examiner David Knight FCA CTA
Jones Avens Limited
Piper House 4 Dukes Court
Bognor Road
Chich ester
West Sussex
PO19 8FX
Bankers Barclays Bank pic
74/75 East Street
Chichester
West Sussex
PO19 1HT
Investment advisors IEP Financial
119Church Road
Hove
East Sussex
BN3 2AF

Page
Trustees'
report
1-2
Independent
examiner's
report
Statement offinancial activities
Balance sheet
Notes to the financial statements 6-13

Unrestricted Unrestricted
funds funds
2023 2022
Notes f.
Income and endowments from:
Voluntary
income
6,506 4,413
Charitable
activities
245 290
Other trading
activities
40,817 32,403
Investments 1,137 953
Other income 21,424
Total income 48,705 59,483
Ex enditure on:
Raising funds 44,239 41,138
Charitable
activities
23,135 21,575
Total expenditure 67,374 62,713
Net gains/(losses) on investments 13 (8,446) 4,283
Net movement
in
funds (27,115) 1,053
Fund balances at 1 April 2022 1,266,001 1,264,948
Fund balances at 31 March 2023 1,238,886 1,266,001

2023 2022
Notes
Fixed assets
Tangible assets 15 984,840 985,896
Investments 16 235,460 245,229
1,220,300 1,231,125
Current assets
Debtors 18 5,590 7,032
Cash at bank and in hand 16,677 31,592
22,267 38,624
Creditors: amounts falling due within
one year 19 (3,681) (3,748)
Net current assets 18,586 34,876
Total assets less current liabilities 1,238,886 1,266,001
Income funds
Unrestricted
funds
General unrestricted funds 260,029 287,144
Revaluation
reserve
978,857 978,857
1,238,886 1,266,001
1,238,886 1,266,001

2023 2022
Membership joining fees 8 subscriptions 245 290
Unrestricted Unrestricted
funds funds
2023 2022f
Funds raised from lettings 40,817 32,403
Investments
Unrestricted Unrestricted
funds funds
2023 2022f
Income from listed investments 1,100 953
Interest receivable 37
1,137 953

Total Unrestricted
funds
2023 2022
Coronavirus Job Retention Scheme grants 2,757
Other Coronavirus grants 18,667
21,424

Unrestricted Unrestricted
funds funds
2023 2022
Mana
ementoflettin
s
Advertising 30
Other fundraising costs 29,529 27,190
Staff costs 11,464 10,619
Depreciation and impairment 792 932
Management of lettings 41,815 38,741
Investment mana ement 2,424 2,397
44,239 41,138
9 Charitable activities
2023 2022
Staff costs 9,973 9,821
Depreciation and impairment 264 311
Meeting refreshments and entertainment 1,824 1,177
Water rates and rubbish collection 486 248
Insurance 1,475 1,370
Light and heat 1,413 1,025
Cleaning 1,707 1,659
Repairs and maintenance 1,311 1,110
Printing,
postage and
stationary 87 96
Telephone 157 145
Licenses 45 461
Gardening 210 188
Sundry expenses 32
Bookkeeping and accountancy 2,952 2,731
21,904 20,374
Share ofgovernance costs (see note 10) 1,231 1,201
23,135 21,575

Support costs
Support Governance 2023 2022
costs costs
f
Audit fees
Legal and
professional 1,218
13
1,218
13
1,188
13
1,231 1,231 1,201
Analysed between
Charitable activities 1,231 1,231 1,201

The average monthly
number
ofemployees
during t
he year was:
2023 2022
Number Number
Employment costs 2023 2022
Wages and salaries 30,900 28,794
Other pension costs 463 413
31,363 29,207

Unrestricted Unrestricted
funds funds
2023 2022
E
Revaluation
Gain/(loss)
of
on
investments
sale of investments
(8,466)
20
4,263
20
(8,446) 4,283

Tangible fix ed asset s
Freehold
land
Fixtures, Total
and buildings fittings &
equipment
Cost
At 1 April 2022 978,857 26,679 1,005,536
At 31 March 2023 978,857 26,679 1,005,536
Depreciation and impairment
At 1 April 2022 19,640 19,640
Depreciation charged in the year 1,056 1,056
At 31 March 2023 20,696 20,696
Carrying
amount
At 31 March 2023 978,857 5,983 984,840
At 31 March 2022 978,857 7,039 985,896

Old Mutual
Wealth
E
Cost or valuation
At 1 April 2022 245,229
Additions 1,100
Valuation
changes
(5,448)
Disposals at carrying value (5,421)
At 31 March 2023 235,460
Carrying
amount
At 31 March 2023 235,460
At 31 March 2022 245,229

17 Financial
instruments
Financial
instruments
2023 2022
Carrying
amount of
financial assets
Instruments
measured
at fair value through profit or loss 235,460 245,229
18 Debtors
2023 2022
Amounts
falling due
within one year:
Trade debtors 693 1,164
Prepayments
and accrued income
4,897 5,868
5,590 7,032
19 Creditors: amounts falling due within one year
2023 2022
Other taxation and social security 507
Trade creditors 1,094 1,893
Other creditors 570 553
Accruals and deferred income 1,510 1,302
3,681 3,748