OpenCharities

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2023-10-31-accounts

From
01-Nov-2022
to 13-Aug-2023 Name LtColJCFHuxleyRIRISH
From 14-Aug-2023 to 31-Oct-2023 Name LtColPJMorganSCOTS
From to Name
Fund Manager(s)duringthe period:
From 01-Nov-2022 to 31-Oct-2023 Name CaptLParkesRLC
From to Name
From to Name
From to Name

From 01-Nov-2022 to 02-Oct-2023 Name MrDJCross
From 03-Oct-2023 to 31-Oct-2023 Name MsSBateson
From to Name

End oflastyear Balance Balance
FixedAssets
1 3,046.62 CAPITALPROPERTY 3,883.96
3,046.62 TotalFixedAssets 3,883.96
CurrentAssets
11,028.54 Currentbankaccount 33,393.26
25,351.42 TREASURYACCOUNT 25,351.42
1,047.46 Debtors 1,927.86
80.50 STOCKONHAND 0.00
37,507.92 TotalCurrentAssets 60,672.54
40,554.54 TotalAssets 64,556.50
Liabilities
645.12 Creditors 598.43
15.24 VATcontrol 27.30
0.00 VATpayable 0.00
(660.36) TotalLiabilities (625.73)
39,894.18 TotalAssetsMinusLiabilities 63,930.77
TotalFunds
45,421.49 TotalRestrictedFunds 46,377.85  I
0.00 TotalEndowmentFunds 0.00
0.00 TotalDesignatedFunds 0.00
(5,527.31) AccumulatedTrading&GPF 17,552.92,
- 39,894.18 TotalFunds 63,930.77/
Endoflastyear Balance
FundsAnalysis
DesignatedFunds
0.00 0.00
RestrictedFunds
10,045.34 ENTERTAINMENT 16,264.00
7,569.43 PRESENTATION 7,944.89
6,796.94 1ITBENTS 771.70
10,344.95 2ITBENTS 2,984.64
7,990.73 ITCENTS 2,190.38
0.00 FUNCTIONS 10,026.10
1,569.25 LIVERSINFUND 4,946.94
500.32 SNOWBALL 440.32
105.06 WOsFUND-SPBN 358.06
164.49 WOsFUND-1ITB 311.49
334.98 WOsFUND-2ITB 56.11
0.00 TEA&COFFEE 83.22
45,421.49 46,377.85
EndowmentFunds
0.00 0.00
TradingandGeneralPurposeFunds
(149.50) Tradingsurplus 0.00
0.00 NonPrimaryPurposetradingsurplus 0.00
(64,527.89) GeneralPurposeFundsurplus 23,080.23
(64,677.39) Trading&GPFsurplus 23,080.23
59,150.08 Balanceatlastbalancesheet (5,527.31)
(5,527.31) AccumulatedTrading&GPF 17,552.92
39,894.18 Grandtotal 63,930.77
Signature
Holder/FundManager
Date
s
SignatureofManagingTrustee

A\CCode Name Balance YearMovement YearMovement
B100 CAPITALPROPERTY 3,883.96 837.34
B400 STOCKONHAND 0.00 -80.50
B500 Debtors 1,927.86 880.40
B650 Currentbankaccount 33,393.26 22,364.72
B651 TREASURYACCOUNT 25,351.42 0.00
B700 Creditors -598.43 46.69
B750 VATcontrol -27.30 -12.06
B760 VATpayable 0.00 0.00
B900 AccumulatedGPF 5,527.31 64,677.39
R100 ENTERTAINMENT -16,264.00 -6,218.66
R102 PRESENTATION -7,944.89 -375.46
R103 1ITBENTS -771.70 6,025.24
R104 2ITBENTS -2,984.64 7,360.31
R105 ITCENTS -2,190.38 5,800.35
R106 FUNCTIONS -10,026.10 -10,026.10
R107 LIVERSINFUND -4,946.94 -3,377.69
R108 SNOWBALL -440.32 60.00
R109 WOsFUND-SPBN -358.06 -253.00
R110 WOsFUND-1ITB -311.49 -147.00
R111 WOsFUND-2ITB -56.11 278.87
R113 TEA&COFFEE -83.22 -83.22
70,083.81 -47,003.58 108,331.31 -20,573.69
23,080.23 87,757.62

A\CCode Name Balance Month Movement
G001 DONATIONS 0.00 0.00
G002 GRANTS 0.00 0.00
, G003
PRESENTATIONS 0.00 0.00
G050 GAMINGMACHINE 0.00 0.00
INCOME
G100 BARPROFIT- -3,571.59 -208.89
CONTRACTOR
G124 VENDINGMACHINE 0.00 0.00
INCOME
G125 BANKINTEREST -589.57 -589.57
G150 SUBSCRIPTIONS -16,557.08 -1,398.71
G151 ENTERTAINMENTS -15,000.00 0.00
GI52 FUNCTIONINCOME 0.00 0.00
G156 MESSCOFFEE/TEA 0.00 0.00
G400 TRANSFERIN 0.00 0.00
G520 GAMINGMACHINEHIRE 0.00 0.00
G600 MESSBILL 0.00 0.00
ADJUTS/REFUNDS
G601 ENTERTAINMENTS 1,877.93 0.00
G605 TPTCOSTS 0.00 0.00
G606 CLEANINGITEMS 0.00 0.00
G607 EDPAY 0.00 0.00
G610 DECORATIONS 0.00 0.00
G612 TEAMACTIVITIES 374.55 0.00
G615 FUNCTIONS 134.00 0.00
G620 NAPKINS&CANDLES 397.50 0.00
G621 NONVALUEPROPERTY 0.00 0.00
G625 INCORRECTLYRAISED 0.00 0.00
CHARGES
G635 MESSING 0.00 0.00
G665 SPORT 0.00 0.00
G685 ACCMLOSSES 0.00 0.00
G686 ENGRAVING 0.00 0.00
G695 PROPERTYREPAIRS 0.00 0.00
G696 EXPENDABLEPROPERTY 0.00 0.00
G700 NEWSPAPERS 595.00 0.00
G730 INFRASTRUCTURE 0.00 0.00
ENHANCEMENT
G748 ENTERTAINMENTS 0.00 0.00
G749 PRIZES 0.00 0.00
G75I INSURANCE 391.90 0.00

ATCode Name Balance MonthMovement MonthMovement
G753 STATIONARY 1.00 0.00
G755 POSTAGE 0.00 0.00
G770 FLOWERS 352.44 0.00
G775 XMASGRANT 0.00 0.00
G776 SUMMERBALLGRANT 0.00 0.00
G780 DONATIONS 207.50 0.00
G790 PRESENTATIONS 24.00 0.00
G800 MESSGUESTS 0.00 0.00
G802 TELEPHONE&INTERNET 137.89 0.00
G803 PICTUREFRAMING 0.00 0.00
G805 PROPERTY 761.66 761.66
DEPRECIATION
G806 PRS&PPLLICENCE 566.74 0.00
G807 WRITEOFFMESSSTOCK 92.56 0.00
G808 WRITE OFFMESSBILLS 247.71 0.00
G810 SATELLITETV 6,316.63 545.81
G811 TVLICENCE 159.00 0.00
G900 TRANSFEROUT 0.00 0.00
G901 INTERNALTRANSFER 0.00 0.00
OUT
T001 OPENINGTRADING 80.50 0.00
STOCKS
T002 TRADING 0.00 0.00
PURCHASES/RETURNS
T003 CLOSINGTRADING 0.00 0.00
STOCKS
T004 WRITEOFFs 0.00 0.00
T005 MESSGUESTS 0.00 0.00
T006 DISPOSALATCOST 0.00 0.00
T007 TRADINGEXPENSES 0.00 0.00
T008 TRADINGSALES -80.50 0.00
T740 Salesdiscountsgiven 0.00 0.00
T750 Purchasediscountstaken 0.00 0.00
12,718.51 -35,798.74 1,307.47 -2,197.17
-23,080.23 -889.70
0.00

Unrestricted/ Restricted Endowment Endowment TotalFunds PreviousPeriod
Designated/GPF Funds Funds TotalFunds
Funds
IncomingResources
VoluntaryIncome 0.00 2,330.00 0.00 2,330.00 3,000.00
ActivitiesforGeneratingFunds 3,571.59 0.00 0.00 3,571.59 2,396.74
InvestmentIncome 589.57 0.00 0.00 589.57 71.22
IncomeResourcesfrom
CharitableActivities 31,637.58 56,097.31 0.00 87,734.89 46,645.37
OtherIncomingResources 0.00 0.00 0.00 0.00 0.00
TotalIncomingResources 35,798.74 58,427.31 0.00 94,226.05 52,113.33
ResourcesExpendedCostof
GeneratingFunds
InvestmentManagementCosts 0.00 0.00 0.00 0.00 0.00
CostsofGeneratingFunds 0.00 0.00 0.00 0.00 0.00
CharitableActivities 3,459.48 52,334.41 0.00 55,793.89 69,037.97
GovernanceCosts 392.90 22.00 0.00 414.90 401.79
GrantsandDonations 583.94 5,114.54 0.00 5,698.48 17,702.43
OtherCosts 8,282.19 0.00 . 0.00 8,282.19 7,777.77
TotalResourcesExpended 12,718.51 57,470.95 0.00 70,189.46 94,919.96
NetIncoming/Outgoing
ResourcesBeforeTransfers 23,080.23 956.36 0.00 24,036.59 -42,806.63
Transfers
Grosstransfersbetweenfunds
(internaltransfers) 0.00 0.00 0.00 0.00 0.00
NetIncomingresourcesbefore
holdinggainsandlosses
23,080.23 956.36 0.00 24,036.59 -42,806.63
HoldingGains/Losses
Gainsonrevaluationofthe
charity'sfixedassets 0.00 0.00 0.00 0.00 0.00
UnrealisedGains/Losseson
investmentassets 0.00 0.00 0.00 0.00 0.00
NetMovementinFunds 23,080.23 956.36 0.00 24,036.59 -42,806.63
ReconciliationofFunds
Totalfundsbroughtforward
frompreviousyear
-5,527.31 45,421.49 0.00 39,894.18
Totalfundscarriedforward 17,552.92" 46,377.85" 0.00 63,930.77i
October2023
Turnoverthismonth Turnoveryeartodate
COSTOFGOODSSOLD
OPENINGTRADING STOCKS 0.00 80.50
TRADINGPURCHASES/RETURNS 0.00 0.00
(A) 0.00 80.50
Valueofgoodsdisposedat cost
WRITEOFFs 0.00 0.00
MESSGUESTS 0.00 0.00
DISPOSALATCOST 0.00 0.00
Valueofclosingstockatcost 0.00 0.00
(B) 0.00 0.00
COSTOFGOODSSOLD (A-B)=(C) 0.00 80.50
INCOMEFROMSALES
TRADINGSALES 0.00 80.50
INCOMEFROMSALES (D) 0.00 80.50
SURPLUS
Incomefromsales(TotalfromD)
Deductcostofgoodssold(TotalfromC)
SURPLUS (E) 0.00 0.00
Grossprofitistherefore: 100% 0.00%
E
x
100
C
TRADINGEXPENSES 0.00 0.00
NETSURPLUS(F) 0.00 0.00
TotalPercentageistherefore: 100% 0.00%
F
x
100
ova
C

Balanceb/fwd Income TransferIn TransferOut Expenses Closing
R100 ENTERTAINMENT 10,045.34 17,545.75 0.00 0.00 11,327.09 16,264.00/
R102 PRESENTATION 7,569.43 5,590.00 0.00 0.00 5,214.54 7,944.89,/
R103 IITBENTS 6,796.94 1,465.00 0.00 0.00 7,490.24 771.70
R104 2ITBENTS 10,344.95 3,010.00 0.00 0.00 10,370.31 2,984.64
R105 ITCENTS 7,990.73 1,862.00 0.00 0.00 7,662.35 2,190.38/
R106 FUNCTIONS 0.00 20,279.46 0.00 0.00 10,253.36 10,026.10/
R107 LIVERSINFUND 1,569.25 4,344.00 0.00 0.00 966.31 4,946.94/
R108 SNOWBALL 500.32 1,461.21 0.00 0.00 1,521.21 440.32,/
R109 WOsFUND-SPBN 105.06 253.00 0.00 0.00 0.00 358.06
R110 WOsFUND-1ITB 164.49 147.00 0.00 0.00 0.00 311.49
R111 WOsFUND-2ITB 334.98 110.00 0.00 0.00 388.87 56.11
R113 TEA&COFFEE 0.00 2,359.89 0.00 0.00 2,276.67 83.22,/
Total RestrictedFunds 45,421.49 58,427.31 0.00 0.00 57,470.95 46,377.85/
Page1of2 Printed:31/10/2023 Printed:31/10/2023 04SGT'SMESS 05/23+Unallocated 23.10
0.00
0.00
0.00
249.80
0.00
23.89
0.00
8.76
0.00
71.87
0.00
62.36
0.00
35.95
0.00
0.00
0.00
0.00
0.00
55.18
0.00
68.65
0.00
0.00
0.00
0.00
0.00
84.90
0.00
132.30
0.00
0.00
0.00
06/23 0.00 23.60 30.60 33.80 0.00 21.10 0.00 0.00 30.32 0.00 30.04 0.00 0.00. 0.00 0.00 33.60 0.00
07/23 0.00 24.20 31.20 0.00 0.00 33.89 0.00 0.00 0.00 0.00 0.00 13.20 0.00 0.00 0.00 38.70 0.00
08/23 0.00 24.00 31.00 0.00 0.00 33.70 0.00 0.00 61.59 0.00 30.98 0.00 27.09 0.00 0.00 34.00 41.20
DebtorsListByEffectiveDate Total
10/23
09/23
23.10
0.00
0.00
-4496.00
0.00
24.20
ag404.80
31.00
31.20
57.69
0.00
0.00
8.76
0.00
0.00
4c.,160.56
0.00
0.00
62.36
0.00
0.00
35.95
0.00
0.00
.<
122.80
0.00
30.89
23.70
0.00
23.70
-'(---152.18
15.40
20.58
'6-
81.85
0.00
0.00
60.98
0.00
33.89
30.35
30.35
0.00
.k. 84.90
0.00
0.00
.i<306.80
34.00
34.20
.4c.123.20
82.00
0.00
CRLimit NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE- NONE NONE NONE NONE NONE
Paxton+ InfantryTrainingCentre Allmessmembers Effectivedateupto31/10/2023 MessMember COOPER,ROBERTSGTR 1781 SMITHCSGTR 1826 DAVISON,KEVINCSGTK 1892 ENTWISTLESGTJ 1993 HEALE-2ITBGDSCOYLSGTJACO 2055 ROWLANDS-2ITB-TEMPDUTYLS. 2228 HODGSON-2ITB-GDSLSGTADM, 2283 COLLINS,OWENLSGTO 2309 FRASERSGTB 2311 VALKALOLOMAMIKAELESGT 2321 TATELSGTJ 2336 MCCARTHYSGT 2337 CARROLL807SGTM 2343 TURNBULLSGTC 2385 WANLESS,CHRISCSGTC 2425 TAYLOR,JAMESCSGT 2467 TIQATABUACSGTJ 2491
Page2of2 Printed:31/10/2023 04SGT'SMESS 05/23+Unallocated 0.00
0.00
0.00
0.00
0.00
0.00
816.76
0.00
06/23 0.00 20.00 0.00 223.06
07/23 0.00 0.00 0.00 141.19
08/23 0.00 0.00 63.70 347.26
DebtorsListByEffectiveDate Total
10/23
09/23
8.18
8.18
0.00
20.00
0.00
0.00
63.70
0.00
0.00
Totals 1,927.86
200.93
198.66

CRLimit NONE NONE NONE
Paxton+ InfantryTrainingCentre MessMember GRIFFINLSGTD 2513 HARRISSGTA 2518 COCKINGS,ROBBIESGT 2532
Page1of1 Printed:31/10/2023 Printed:31/10/2023 04SGT'SMESS 05/23+
Unallocated
360.00
0.00
40.00
0.00
0.00
0.00
400.00
0.00
06/23 0.00 0.00 0.00 0.00
07/23 0.00 0.00 0.00 0.00
08/23 0.00 0.00 173.43 173.43
CreditorsListByEffectiveDate Total
10/23
09/23
360.00
0.00
0.00
65.00
25.00
0.00
173.43
0.00
0.00
Totals 598.43
25.00
0.00
CRLimit NONE NONE NONE
Paxton+ InfantryTrainingCentre Allsuppliernames Effectivedateupto31/10/2023 Supplier CARPETCLEANING CARPET LOSTKEYS 36 SGTWATKISS 101

October2023
Turnoverthismonth Turnoveryeartodate
GPFAnalysis
Income
VoluntaryIncome
G001DONATIONS 0.00 0.00
G002GRANTS 0.00 0.00
G003PRESENTATIONS 0.00 0.00
0.00 0.00
ActivitiesforGeneratingFunds
G050GAMINGMACHINEINCOME 0.00 0.00
G100BARPROFIT-CONTRACTOR 208.89 3,571.59
G124VENDINGMACHINEINCOME 0.00 0.00
208.89 3,571.59
InvestmentIncome
G125BANKINTEREST 589.57 589.57
589.57 589.57
IncomeResourcesfromCharitableActiviti
TradingIncome 0.00 80.50
G150SUBSCRIPTIONS 1,398.71 16,557.08
G151ENTERTAINMENTS 0.00 15,000.00
G152FUNCTIONINCOME 0.00 0.00
G156MESSCOFFEE/TEA 0.00 0.00
1,398.71 31,637.58
OtherIncome
NonPrimaryPurposeTradingIncome 0.00 0.00
0.00 0.00
InternalTransfersIn
G400TRANSFERIN 0.00 0.00
0.00 0.00
GainsonRevaluationofFixedAssets
0.00 0.00
UnrealisedGainsonInvestmentAssets
0.00 0.00
GPFTotalIncome 2,197.17 35,798.74

Turnoverthismonth Turnoveryeartodate
Expenditure
InvestmentManagementCosts
0.00 0.00
CostsofGeneratingFunds
G520GAMINGMACHINEHIRE 0.00 0.00
0.00 0.00
CharitableActivities
Tradingcosts 0.00 80.50
G600MESSBILLADJUTS/REFUNDS 0.00 0.00
G601ENTERTAINMENTS 0.00 1,877.93
G605TPTCOSTS 0.00 0.00
G606CLEANINGITEMS 0.00 0.00
G607EDPAY 0.00 0.00
G610DECORATIONS 0.00 0.00
G612TEAMACTIVITIES 0.00 374.55
G615FUNCTIONS 0.00 134.00
G620NAPKINS&CANDLES 0.00 397.50
G621NONVALUEPROPERTY 0.00 0.00
G625INCORRECTLYRAISEDCHARG 0.00 0.00
G635MESSING 0.00 0.00
G665SPORT 0.00 0.00
G685ACCMLOSSES 0.00 0.00
G686ENGRAVING 0.00 0.00
G695PROPERTYREPAIRS 0.00 0.00
G696EXPENDABLEPROPERTY 0.00 0.00
G700NEWSPAPERS 0.00 595.00
G730INFRASTRUCTUREENHANCEN 0.00 0.00
G748ENTERTAINMENTS 0.00 0.00
G749PRIZES 0.00 0.00
0.00 3,459.48
GovernanceCosts
G751INSURANCE 0.00 391.90
G753STATIONARY 0.00 1.00
G755POSTAGE 0.00 0.00
0.00 392.90
GrantsandDonations
G770FLOWERS 0.00 352.44
G775XMASGRANT 0.00 0.00
G776SUMMERBALLGRANT 0.00 0.00
G780DONATIONS 0.00 207.50
G790PRESENTATIONS 0.00 24.00
0.00 583.94
OtherCosts
NonPrimaryTradingCosts 0.00 0.00

Turnoverthismonth Turnoveryeartodate
G800MESSGUESTS 0.00 0.00
G802TELEPHONE&INTERNET 0.00 137.89
G803PICTUREFRAMING 0.00 0.00
G805PROPERTYDEPRECIATION 761.66 761.66
G806PRS&PPLLICENCE 0.00 566.74
G807WRITEOFFMESSSTOCK 0.00 92.56
G808WRITEOFFMESSBILLS 0.00 247.71
G810SATELLITETV 545.81 6,316.63
G811TVLICENCE 0.00 159.00
1,307.47 8,282.19
InternalTransfersOut
G900TRANSFEROUT 0.00 0.00
G901INTERNALTRANSFEROUT 0.00 0.00
0.00 0.00
UnrealisedLossesonInvestments
0.00 0.00
GPFTotalExpenditure 1,307.47 12,718.51
GPFIncomeOverExpenditure 889.70 23,080.23

Turnoverthismonth Turnoveryeartodate
TradingAccountAnalysis
TradingExpenditure
T001OPENINGTRADINGSTOCKS 0.00 80.50
T002TRADINGPURCHASES/RETURN 0.00 0.00
T003CLOSINGTRADINGSTOCKS 0.00 0.00
T004WRITEOFFs 0.00 0.00
1005MESSGUESTS 0.00 0.00
1006DISPOSALATCOST 0.00 0.00
T007TRADINGEXPENSES 0.00 0.00
TradingIncome
T008TRADINGSALES 0.00 80.50
IncomeOverExpenditure 0.00 0.00
NonPrimaryPurposeTradingAnalysis
TradingExpenditure
TradingIncome
IncomeOverExpenditure 0.00 0.00

Turnoverthismonth Turnoveryearto date
RestrictedFundsAnalysis
Income
VoluntaryIncome
R100ENTERTAINMENT 0.00 0.00
R102PRESENTATION 470.00 2,330.00
R1031ITBENTS 0.00 0.00
R1042ITBENTS 0.00 0.00
R105ITCENTS 0.00 0.00
R106FUNCTIONS 0.00 0.00
R107LIVERSINFUND 0.00 0.00
R108SNOWBALL 0.00 0.00
R109WOsFUND-SPBN 0.00 0.00
R110WOsFUND-IITB 0.00 0.00
R111WOsFUND-2ITB 0.00 0.00
R113TEA&COFFEE 0.00 0.00
470.00 2,330.00
ActivitiesforGeneratingFunds
R100ENTERTAINMENT 0.00 0.00
R102PRESENTATION 0.00 0.00
R1031ITBENTS 0.00 0.00
R1042ITBENTS 0.00 0.00
R105ITCENTS 0.00 0.00
R106FUNCTIONS 0.00 0.00
R107LIVERSINFUND 0.00 0.00
R108SNOWBALL 0.00 0.00
R109WOsFUND-SPBN 0.00 0.00
R110WOsFUND-IITB 0.00 0.00
R111WOsFUND-2ITB 0.00 0.00
R113TEA&COFFEE 0.00 0.00
0.00 0.00
InvestmentIncome
R100ENTERTAINMENT 0.00 0.00
R102PRESENTATION 0.00 0.00
R1031ITBENTS 0.00 0.00
R1042ITBENTS 0.00 0.00
R105ITCENTS 0.00 0.00
R106FUNCTIONS 0.00 0.00
R107LIVERSINFUND 0.00 0.00
R108SNOWBALL 0.00 0.00
R109WOsFUND-SPBN 0.00 0.00
R110WOsFUND-IITB 0.00 0.00
R111WOsFUND-2ITB 0.00 0.00
R113TEA&COFFEE 0.00 0.00
0.00 0.00
IncomeResourcesfromCharitableActiviti
R100ENTERTAINMENT 1,500.00 17,545.75
R102PRESENTATION 0.00 3,260.00
R1031ITBENTS 122.50 1,465.00
R1042ITBENTS 247.50 3,010.00
R105ITCENTS 152.50 1,862.00
R106FUNCTIONS 1,960.00 20,279.46

Turnoverthismonth Turnoveryearto date
R107 LIVERSINFUND 378.00 4,344.00
R108 SNOWBALL -145.00 1,461.21
R109 WOsFUND-SPBN 23.00 253.00
R110 WOsFUND-1ITB 12.00 147.00
R111 WOsFUND-2ITB 10.00 110.00
R113 TEA&COFFEE 199.00 2,359.89
4,459.50 56,097.31
Other IncomingResources
R100 ENTERTAINMENT 0.00 0.00
R102 PRESENTATION 0.00 0.00
R103 1ITBENTS 0.00 0.00
R104 2ITBENTS 0.00 0.00
R105 ITCENTS 0.00 0.00
R106 FUNCTIONS 0.00 0.00
R107 LIVERSINFUND 0.00 0.00
R108 SNOWBALL 0.00 0.00
R109 WOsFUND-SPBN 0.00 0.00
R110 WOsFUND-1ITB 0.00 0.00
R111 WOsFUND-2ITB 0.00 0.00
R113 TEA&COFFEE 0.00 0.00
0.00 0.00
Total Incomeexcludingtransfers 4,929.50 58,427.31

Turnoverthismonth Turnoveryeartodate
Expenditure
InvestmentManagementCosts
8100ENTERTAINMENT 0.00 0.00
R102PRESENTATION 0.00 0.00
R1031ITBENTS 0.00 0.00
R1042ITBENTS 0.00 0.00
R105ITCENTS 0.00 0.00
R106FUNCTIONS 0.00 0.00
R107LIVERSINFUND 0.00 0.00
R108SNOWBALL 0.00 0.00
R109WOsFUND-SPBN 0.00 0.00
R110WOsFUND-1ITB 0.00 0.00
R111WOsFUND-2ITB 0.00 0.00
R113TEA&COFFEE 0.00 0.00
0.00 0.00
CostsofGeneratingFunds
R100ENTERTAINMENT 0.00 0.00
R102PRESENTATION 0.00 0.00
R1031ITBENTS 0.00 0.00
R1042ITBENTS 0.00 0.00
R105ITCENTS 0.00 0.00
R106FUNCTIONS 0.00 0.00
R107LIVERSINFUND 0.00 0.00
R108SNOWBALL 0.00 0.00
R109WOsFUND-SPBN 0.00 0.00
R110WOsFUND-IITB 0.00 0.00
R111WOsFUND-2ITB 0.00 0.00
R113TEA&COFFEE 0.00 0.00
0.00 0.00
CharitableActivities
R100ENTERTAINMENT 580.00 11,235.09
R102PRESENTATION 0.00 170.00
R1031ITBENTS 0.00 7,490.24
R1042ITBENTS 0.00 10,370.31
R105ITCENTS 0.00 7,662.35
R106FUNCTIONS 0.00 10,253.36
R107LIVERSINFUND 200.00 966.31
R108SNOWBALL 0.00 1,521.21
R109WOsFUND-SPBN 0.00 0.00
R110WOsFUND-1ITB 0.00 0.00
RI1 1WOsFUND-2ITB 0.00 388.87
R113TEA&COFFEE 360.93 2,276.67
1,140.93 52,334.41
GovernanceCosts
R100ENTERTAINMENT 0.00 22.00
R102PRESENTATION 0.00 0.00
R1031ITBENTS 0.00 0.00
R1042ITBENTS 0.00 0.00
R105ITCENTS 0.00 0.00
R106FUNCTIONS 0.00 0.00
R107LIVERSINFUND 0.00 0.00
R108SNOWBALL 0.00 0.00

Turnoverthismonth Turnoveryeartodate
R109WOsFUND-SPBN 0.00 0.00
R110WOsFUND-1ITB 0.00 0.00
R111WOsFUND-2ITB 0.00 0.00
R113TEA&COFFEE 0.00 0.00
0.00 22.00
GrantsandDonations
R100ENTERTAINMENT 0.00 70.00
R102PRESENTATION 60.00 5,044.54
R1031ITBENTS 0.00 0.00
R1042ITBENTS 0.00 0.00
R105ITCENTS 0.00 0.00
R106FUNCTIONS 0.00 0.00
R107LIVERSINFUND 0.00 0.00
R108SNOWBALL 0.00 0.00
R109WOsFUND-SPBN 0.00 0.00
R110WOsFUND-1ITB 0.00 0.00
R111WOsFUND-2ITB 0.00 0.00
R113TEA&COFFEE 0.00 0.00
60.00 5,114.54
OtherCosts
R100ENTERTAINMENT 0.00 0.00
R102PRESENTATION 0.00 0.00
R1031ITBENTS 0.00 0.00
R1042ITBENTS 0.00 0.00
R105ITCENTS 0.00 0.00
R106FUNCTIONS 0.00 0.00
R107LIVERSINFUND 0.00 0.00
R108SNOWBALL 0.00 0.00
R109WOsFUND-SPBN 0.00 0.00
R110WOsFUND-1ITB 0.00 0.00
R111WOsFUND-2ITB 0.00 0.00
R113TEA&COFFEE 0.00 0.00
0.00 0.00
TotalExpenditureexcludingtransfers 1,200.93 57,470.95
InternalTransfers
R100ENTERTAINMENT 0.00 0.00
R102PRESENTATION 0.00 0.00
R1031ITBENTS 0.00 0.00
R1042ITBENTS 0.00 0.00
R105ITCENTS 0.00 0.00
R106FUNCTIONS 0.00 0.00
R107LIVERSINFUND 0.00 0.00
R108SNOWBALL 0.00 0.00
R109WOsFUND-SPBN 0.00 0.00
R110WOsFUND-1ITB 0.00 0.00
R111WOsFUND-2ITB 0.00 0.00
R113TEA&COFFEE 0.00 0.00
0.00 0.00
RestrictedfundsIncomeOverExpenditure 3,728.57 956.36
InfantryTrainingCentre 04SGT'SMESS
Turnoverthismonth Turnoveryeartodate
DesignatedFundsAnalysis
Income
VoluntaryIncome
0.00 0.00
ActivitiesforGeneratingFunds
0.00 0.00
InvestmentIncome
0.00 0.00
IncomeResourcesfromCharitableActiviti
0.00 0.00
OtherIncomingResources
0.00 0.00
TotalIncomeexcludingtransfers 0.00 0.00

IncomeandExpenditure-Detailed-October 2023 Page10of12
Printed:31/10/2023
e 04SGT'SMESS

Turnoverthismonth Turnoveryeartodate
Expenditure
InvestmentManagementCosts
0.00 0.00
CostsofGeneratingFunds
0.00 0.00
CharitableActivities
0.00 0.00
GovernanceCosts
0.00 0.00
GrantsandDonations
0.00 0.00
OtherCosts
0.00 0.00
TotalExpenditureexcludingtransfers 0.00 0.00
InternalTransfers
0.00 0.00
DesignatedfundsIncomeOverExpenditur 0.00 0.00
IncomeandExpenditure-Detailed-October 2023 Page11of12
Printed:31/10/2023
e 04SGT'SMESS

IncomeandExpenditure-Detailed-October2023
e
Page11of12
Printed:31/10/2023
04SGT'SMESS
InfantryTrainingCentre
04SGT'SMESS
Turnoverthismonth
Turnoveryeartodate
EndowmentFundsAnalysis
Income
VoluntaryIncome
ActivitiesforGeneratingFunds
0.00
0.00
InvestmentIncome
0.00
0.00
IncomeResourcesfromCharitableActiviti
0.00
0.00
OtherIncomingResources
0.00
0.00
0.00
0.00
TotalIncomeexcludingtransfers
0.00
0.00
e
04SGT'SMESS

Turnoverthismonth Turnoveryearto date
Expenditure
InvestmentManagementCosts
0.00 0.00
CostsofGeneratingFunds
0.00 0.00
CharitableActivities
0.00 0.00
GovernanceCosts
0.00 0.00
GrantsandDonations
0.00 0.00
OtherCosts
0.00 0.00
TotalExpenditureexcludingtransfers 0.00 0.00
InternalTransfers
0.00 0.00
EndowmentfundsIncomeOverExpenditu 0.00 0.00

Nameofinstitutions Purpose Totalnumberof Totalamountof
grantsgiven grantspaid
NIL N/A 0 0.00
Totalgrantstoinstitutions 0 0.00
Grantstoindividuals
Purpose Totalnumberof Totalamountof
grantsgiven grantspaid
0 0.00
Total 0 0.00
Value£
Carryingvalue(marketvalueatbeginningofyear 0.00
Addadditionstoinvestmentsatcost(investmentspurchased) 0.00
Lessdisposalsatcarryingvalue(investmentssold) 0.00
Add/(deduct)netgain/(loss)onrevaluation(gain/lossatendof
accountingperiod/audit) 0.00
Carryingvalue(marketvalue)atendofyear 0.00

YearEnd GPF/ Restricted Endowment Total Income
Unrestricted value duringyear
Value£ Value£ Value£ Value £ Value£
Investmentproperties
0.00
Investmentslistedonarecognised
stockexchange 0.00
Investmentsheldinunittrustsorother
collectiveinvestmentschemes 0.00
Investmentsinsubsidiaryorconnected
undertakingsandcompanies 0.00
Securitiesnotlistedonarecognised
stockexchange 0.00
Cashheldaspartoftheinvestment
portfolio 0.00
Otherinvestments
0.00
Total
0.00 0.00 0.00 0.00 0.00
6.
ListofDebtors
Debtor Dateof Debt Amount
MessBillspassedbyContractor(90-day) 31-Oct-23 1,927.86
Total 1,927.86
Creditor DateofCredit Amount
CarpetCleaning 31-Oct-23 360.00
LostKeys 31-Oct-23 65.00
SgtWatkiss 01-Aug-23 173.43
Total 598.43

Thisyear£ Lastyear£
Grosswagespaid 0.00 0.00
Employer'sNationalInsurancepaid 0.00 0.00
PensionContributionspaid 0.00 0.00
Totalstaffcosts 0.00 0.00
ivethenumberofemployeeswhowereengagedineachofthefollowingactivities:
Thisyear£ Lastyear£
Costsofgeneratingfunds 0.00 0.00
Charitableactivities 0.00 0.00
Other 0.00 0.00
Total 0.00 0.00

Thisyear£ Lastyear£
0.00 0.00

FundName FundBalB/F Incoming Outgoing 'Transfers 'Gainsand FundBalC/F
Resources Resources losses
forperiod forperiod
Entertainments 10,045.34
17,545.75

11,327.09

0.00

0.00

16,264.00
Presentations 7,569.43
5,590.00

5,214.54

0.00

0.00

7,944.89
1ITBEntertainments 6,796.94
1.465.00

7,490.24

0.00

0.00

771.70
2ITBEntertainments 10,344.95
3,010.00

10,370.31

0.00

0.00

2,984.64
ITCEntertainments 7,990.73
1,862.00

7,662.35

0.00

0.00

2,190.38
Functions 0.00
20,279.46

10,253.36

0.00

0.00

10,026.10
LiversIn 1,569.25
4,344.00

966.31

0.00

0.00

4,946.94
Snowball 500.32
1,461.21

1,521.21

0.00

0.00

440.32
ITCWOsFund 105.06
253.00

0.00

0.00

0.00

358.06
1ITBWOsFund 164.49
147.00

0.00

0.00

0.00

311.49
2ITBWOsFund 334.98
110.00

388.87

0.00

0.00

56.11
TEA&COFFEE 0.00
2,359.89

2,276.67

0.00

0.00

83.22
TotalRestrictedFunds 45,421.49
58,427.31

57,470.95

0.00

0.00

46,377.85
NameofRestrictedFund NameofRestrictedFund Purposeoffund
Entertainment ProvideEntertainmentforMess Members
Presentation ProvideagifttoallMess Membersondeparturefrom
theunit.
1ITB CaterforindividualBnsocialandteambuildingactivities
farewells.
2ITB CaterforindividualBnsocialandteambuildingactivities
farewells.
ITC CaterforindividualBnsocialandteambuildingactivities
farewells.
Functions Tograduallyaccumulatefundstowardsmajorfunctions.
LiverIn Provideadditionalfacilitiesandentertainmentsfor
LivinginMessmembers.
Snowball AsocialbasedlotteryforMessmembers.
ITCWOsFund Provideadditionalfacilitiesandentertainmentsfor
SpBnWOs.
1ITB WOsFud Provideadditionalfacilitiesandentertainmentsfor
1ITBWOs.
2ITB WOsFund Provideadditionalfacilitiesandentertainmentsfor
2ITBWOs.
Tea& Coffee ProvideTea,Coffee&Condimentsfor
MessMembers
11. HeritageAssets

AddressVimyBarracks, CatterickGarrison,North Yorkshire,DL93PS
InRespectofthe WOs&SgtsMess Fund/Charity
CharityCommission/Regulatorregisterednumber 1129688
GoverningDocument MessRulesandConstitution
(e.g.TrustDeed,
Constitution)
ObjectsoftheCharity Toprovidefacilities,amenities,andfundingthatimprovesandpromotesthe
comfort,wellbeingandeducationofWOandSNCOs.Alsotopromote
social,andteamactivities.
Explainbrieflyhowtrusteesareelectedorappointedanddetailsofanyinductionandtrusteetraining
attended.
Trusteeselection Trusteesareelectedbyappointment.TheCommandingOfficerSpBnisthe
method ManagingTrustee.OtherTrusteesaretheFundManagerandSpBnRSM.
Trusteeinductionand CaptLParkescompletedherFundManagertraining28June2022.
training
Summaryofmain TheFundhasbeabletosubsidisesomeorganisedsocial,sporting andother
activitiesinrelationto activitiestopromoteteamcohesiondespiterestrictionsoftherecent
theCharity'sobjects pandemic.Fundshavealsobeenusedtocarryoutsomelimitedrefurbishment.
Incomederivesprimarilythroughsubscriptions.
Summaryofmain Maineventshavebeensomewhatlimited duetothepandemic.However,funds
achievementsofthe arebeingcommittedforupcomingsocialactivitiessuchastheChristmas
Charityduringthe function.
year
FinancialReview Thisshouldbekeptunderregularreviewbecauseofthelimitationsofthe
pandemicandanydecisiontolimitmembersubscriptions.NetworkingCapital
isaround£11Kandisconsideredmorethanenoughtomeettheneeds
oftheFund.
Financialreserves ThefundisgenerallyrequiredtoincreaseitsGeneralPurpose/Unrestricted
policy Fundinlinewithinflationeachyear.Althoughexceptionallyitmayoverspend
torealisealongtermbenefit.
Investmentsselection Investmentpolicyisdecidedbytheinvestmentcommitteethatsitsquarterly
policyand andcomprisesof3xCommandingOfficers,theSQM,ITCRSMandRAOITC.
performanceofthose
investments
ManagingTrustee's LtColPJMorganSCOTS,LtColJCFHuxleyRIRISH,
name/trustees'names CaptLParkesRLC
SeriousIncidents
None
PublicBenefit Thisfundprovidespublicbenefitbyassistingservicepersonneltomore
Statement effectivelyperformtheirroleswithintheArmedForcesoftheCrown.Itdoes
thisby:
*a.Providingandsupportingmessfacilitiesandsocialactivities.
*b.Providingandsupportingsportingandadventuretrainingactivities
Thisassistanceenablesservicepersonneltofacethechallengesanddanger
associatedwithmilitaryservicebydevelopingandmaintainingteamwork;skills;
fitness;confidence;character;spiritandattitude;andmorale*.Asaresult
thefundpromotestheefficiencyoftheArmedForcesoftheCrownby
enhancingtheBritishArmy'scapabilitytoundertaketherolesdemandedofit
includingthedefenceoftheUnitedKingdomanditsinterests.
(IconfirmthatIhavepaiddueregardtotheCharityCommissionofEngland
andWales'sguidanceonpublicbenefitwhendecidingwhatactivitiesthe
charityshouldundertake).