Registered Charity Number: 1142570 Gwendoline Anderson Charitable Trust Report of the trustees and financial statements For the year ended 31 March 2023
Gwendoline Anderson Charitable Trnst Contents Page Repurt of the Truslees Independent examiner's report Statement of financial activities Balance Sheet Nntes to the financial ststernent 8-13
Gwendoline Anderson Charitahle Trust Report of the trustees For the year ended 31 March 2023 Tlie trustees prLa.%ent Iheir report wilh the financial statements of the charity for the year tnded 31 MaFLh 2023. The tn)stLJes have hdoptod Ihtr provi%ion.s of Accounting and Reporting by Charititrs.. f iatLIiILlIt Re¢onJi)iended Practiie applicable to cliarities preparink thvir accoiint% in accnrdance willi tlie Fiiiariiial RepOrtig Staiidard app5icable iii Ihe UK and Republic of Ireland {PRS 102) leffective I laniidry 20191. OBIECTIVESAND ACTIVITIES ObjL4LtIVLbS dnd dinis Thi, charity i5 1"orrned out of the estate ol Mrs Givendoline Ol%en (nee Anderson) for ihe cliaritable purpuse connected with ihe prumolion Dr i'ocalional, hik¥her, furiher diid univLr%iry eduiatioii Jnd resedrcli for the benelil ol per%ons living in Stokenchurch or the surroundiiJg area ul BuLkinkThdmshir¢ dnd O.Yfordshir¢, Ivliether by wd>' of scholar>hips. bursaries. grai)Ls. prizes. luans or any uthi'r buppurl Ihap trustees CL>nsidL'r dppropriJtL'. Thi.% can include the costs of courses. tutors and accomniodation al universlties. colleges ur uther eduLational ur Irdininki VSLdblishiients. including vncatinnal training, and ian be In any field of sludy (jr IL'drning, JI (hl. disLfoiion of the iru51ees. Tlie Trusietr5 Letermined that kvrants shvuld be pJid io rLlevanl institutions. Ivhere possible, to ensure fuii(l% are u%ed appr(Ipriately. The Irusf 31su requires evideiicL. froin beneficiarie.s where k7fdnts haiTe beeii issued fur. J ¥petific purpiTrse. As a result. the trusi mainiains aTL aitive and OTi&ioinky rulL' in Lill.suriii% ihai bLncfiLiaric%' iiecd% are mei and asfi.sts Iii c()-iirdinJiirikJ Jci¢)nimudation, Luilion IIJyIIILill15 ur IiurLhJsLS (Trf uiie-(i(f liL)IlS. Tlie trusi al.$0 offer% niigniiig advice f()r beiiefiLiJries Js tIIL iir()grL'55 thrc)ugh IhLif L,diiLatii)n, pariicularly a.% mJnyii)me Iriiiti di%.'Idv-IiitJxt.d backRround% oi. liave very litile familiJl a55i5tanLL'. SiKniliLant ilctivlilL'S During the yi'3r, thL' Iru5tees hai'e be¢ft in discussitsns ivith various local (TrrsianisJiiuns inLludin Lducatio)n L'Stab115hmLnL%, Bucks I'nun8 Carer.% and (Triher relei'ant bodie and hJvL, bL'Ln lIL'clIng possiblLI Studcnls 10 rcceive grants from the charil).. In Ihe J'ear no ncivor additional Lyf3nts wcrc made, hi)we'er d sm-lll ri)p up iYJs provided tu the nvo bLpneficiaries. The charity has paid gyranis in thc finaicial ytar nf £6,fj56. suppnriing 7 %tuden:s. Grants are reLogni5L.d in the aciounts when the conditions ofthe grant, for example the commep.cement of the cour.se, are met. At 3 1 NlJrLh 2023. thcre is 3 irediror of £3,200 for grants M,here rhere is 3 reasonable expectation rhat recipienr ivill receive the grant but Ihe gr3nt has not been paid. In addiiion rn prnviding financial grant%. thÈ trust also nffer.% nnEoing practical support to granr recipients. In rhe p3sr yeir this Included assistance wirh costs of prpparing rnurse. wnrk and nffenng L dvicc ie£,Irding reference%, a%sifting with considerati()ns for benefii',ary re.sitring ycar duc lo family 1%sues iL lld detiiil_% of further finaniial SUPPOFt avii ilable to thern. Public benefit The Trustees confjrm that they hai'e reterred tn the guidar]ce contained in the Charitie% C()mmi%sinn general giiidancc on pijblic henefit whcn revieii'ing the (Trrganisation% a)ms and obiLLtives and are oonfident that thL. CJWL nd(TrlinL. AndcTrr%on Charitahli 'frusi are complsring In this are.3. Grant making Dccision.s regarding grants 3re made at rruftee rneetillg and separate applicant meL'ting5, lullymiing discussions iviih local organisations. colleges and universities and applications by students. PaEe I
Gwendoline Anderson Charitable Trust Report of the trustees (contlnued) Forthe yearended 31 March 2023 FINANCIAL REVIEW Investment performance Inve.%tments con%ist of properties. on ivhich renl is collected at regular intervals. Rental iolleLiions for the year have been in line with expectations. Reserves pollcy It 1% tlie iiiilicy lif the Charily lo maintain ihe general unrestricted lunds, excludinR ihe invesiment i)I'iJi)ertiefi, ai a level nf£30.000 wtTrrih ofe¥peiiditure ii) oj-der to ensure Jll costs Lan bL' coverLd ifany dL'L151UlI liÉid tu be mAdi' to cloSL' LhL. Cliarily ai dli). liniL,. TIIL trust lias previously be¥ii iii a deficit due lu (lit, IL'VL,l uf graiits u'.fL'ri,d. As SULII, (lie TruslvL'S liJv¢. bL'L'n n'.urL. bdldllLed iri reldiiui) tu tlie level of I I'¢lntS 15SUL.d £illd havl, dL'iidLJ nvl to i5su¥ dny nLlI' xranls lur ihc. fiiianciJl yeJr 2022/23, h,¥VVr JJcliliuii&il suppurl lor beii¢fiLiaries will be mJde in vear 2023/24 ivheri (Jsli reserves lidVL bL'L'II repleiii%litrd. The Trustees have also alloLaicd £30.000 uf the uiirest". iLtvd I'e5erves as a pruperty mdinLLndnLL' fesLifvL' should unexp¥Ll¢d ¥xpvndirure be incurri.d. FUTURE PLANS During thL year ended 31 Marcli 2023, the Irustoes have and K'ill continue til la(Ik fi)r further (Ippi)riunilii's to pr()mi)tc ihL' L,duc'atiL)nal and training suppi)ri ¢ha( can be ofiered, In conne¢lion with Incal univcrsiiies at)d colleges. Work i%'iih educational eslablishmenLS, Ihc Ewelmc 'frust and lither relevanL hodio.% will continue and ihe rrustL'LS have npened up discus.sion.s IVlEh other insiiiutions and %Lhu(11.s thri)ughout the year. The policy foll(Trii'ed by ihe Iruslee.s will lie In accurdarjie with the iv()rdins givL'n in thL4 last will and testdment of Gwendoline Andernon deceased. STRIJCTURF., GOVF.RNANCF. èlNI) MANAGF.MENT fjnvernlng dncument 'I'he charity 1.% cnntrnlled hy its governing documenr, a deed of trust and cnn.srilutes.In uninci)rpiirateil ih1rity, RL'LruitmL'nt and appoinlinLnl of new truslLbes TIIL L Ll."rLril IruslLL'5 JfL NiLk Nqurri5un. TraLLJV OIsLin. Rdchel Hill and AILX SianiLr. David Hay, ali t)rigindl trustL'L' fL'tirL.d In October 2020 and 'aS replaced by Alex Stanicr. Lcroy LanbTley, an nriginal tru%tL'L' fL'tirL.d Jri N1ay 2023 and ivas rcplaced bj, Rachel Hill. All Other trustL'i's wc'ri. JPPLTrintc,d as firsl trustees uiider the iristrucLions ol Ihe laig Iqrs Olsen. The Irust deed required that there be at least Ihree trusrees and that all future trustees must be appointed by a resolution ol the trusle¥s passed at a speLial nieeting. Induct5on and traln5ng (bf neli trustees Oil appoiiitl)IL'llt to Llie Board, (I'u5tees receive a copy of ihe trusi deed and any amcndments made to It dnd a iopy of the chariLy'S latest repvrt and statemenl of aLcounts. Training 15 offered io Iliose tT"U%tee% ivlin leel they dn not have the relei'aiit experience. In the seleLtion of Lrustees, the irustees hLIVL' fL'gJrd to ihe skills, kno%t'ledge and expL'riencL' l!eeded lur (lie elleLtive adniiIii5LFalion of the Lharity. Trustee OWTiership of charitable property Thv iliarifs, uivris 12 k)rupertivs. ThL litles fur all pruperiies Jre r¥gislvrL.d Jt tliL' Lat)d Rtgi.%tt'y in tlie names uf Niok Murrisun, TrdLey Olsen, Raihel Hil: and David Hay. Dai-id Hay and Leroy Laiixley relir¥d as Lruslees, and agreed to compleLL all relevanl paperiyurk to transfer the propvrtie5 in iliv namv uf Ihc, I'L'iiiainiiig Iru_%tL'L% Ii'iLh AIL'X SiaiiiLf and Rachel Hill as the replaLen)enl triistees. 1.hese ippIiLdliuns lidl'E been submitted tv Ihe land Regislry (irid tliL' updalcd i)roperly title% are awaited. Page 2
Gwendollne Anderson charitableTSt Report of the trusrees {contlnued) For the year ended 31 March 2023 REFERENCE AND ADFwllNISTRATIVE DAlLs Registered Charity number 1142570 Prlnclpal address A., laii IdnL 2 1-23 Easiun Street Higli WyLonibe BuckinRhJrnshire IPII INT Trustees IT. N Morrison Mr* R I lill lappointed 24 fvlas, 2023) M% '[' 01.%en MrASianler AcLountants SalfL'ry LLP St Iiiliii'.% Court r.asroi Streer l iki,.) Wycon)be EVF.NTS SINCE TIIE END OFTHE YEAR Inlormatiiin relating to evenrs %ince Ihe end of the year is Kiven Jn the note5 to the financial %t,iiemcinis. .STATEMF.NT OF TRU5TFF.S' RFSPONSIBILITIES Tlie Ll'uslei'N aT'L' I-L'5poiihible liJI' IirL'iJJriTi¥ dJL RL'I)urt uf ih£. Trustees and the firiariLi31 statL'niLiits in LLai'dclliLe with ai)i)liiJblL Idiv aiid Uniigd Kingdom Aicounlinx Siandards (United Kinkiduin Gvnerally AccLPtLcI ALLL>unliiig Prailice}. The law applicahle to charitiL's in Fnk?land and Wales, the Chariiies Act 2011, Charity, IAciLTrunts Jnd Reporrsl Re%iilation$ 2008 and the provisions of the trust deed requires the tru5tee% In i)repdre l.'iiancial 5tatement% for each fiiiaiicial year wliicli Rlve a true diid fair view ol tlie siale of affair5 of the cb.ai-ity and ol tlie iiicomiiig 'ebuui'ces arid applicatiun uf rEsuufies. Ilbcludin% the iiicome and expenditure, uf the charity lor that p¥riud. In preparing those fjnancjal slalements, Ilie trustees are required to selECI Sultable accuunting poliiies and then apply them consi5lently', ohserve the methods and principles in the Chariry SORP.. make judgements and esrimates thar are reasonable and prudenr., prepare the financial Statements on the going concern ba515 unle55 It is inappropriate to presume that the charity ivill Continue in business. ThL' tru%tL4LiS rLJ5punsible for keepinR pruper aicuuniink records which disclose with reasonable accuracy at aiiy tiine the financial pvsifiun ofthe ihirilv and iu endb.'e ihL&m to ensure Ihat thL. fin3niial st3teinentS LoiiTrply wirh tlie ChLiriLies Act 2011, the Charily (Aciounts and Reports} ReRula(ioJ15 2008 31,.d tlie provisions of the trust deed.They are a150 respotLsible forsaleEuardiiig the a55ets olihe charity Pag: 3
Gwendoline Anderson Charitable Trust Report of the trustees (c(>ntinued) For the year ended 31 March 2023 dnd henLe fur tdking reasonable slep5 for the prevention and detectiun ol fraud and other irre&Jularities. Approved by ol oard of trustee on and si&ned on its behalf hy.. Mr N morri.son Trustee Page 4
Gwendoline Anderson Charitable Trust Independent examiner's report to the trustee.s of Gwendoline Anderson Charitable Trust I reporl to the truslees on my examination of the accounts of the Gwendoline Anderson Charitable Trust (the Trusl) for the year ended 31 fv1arch 2023. Respectlve Responsibilities of tnisiees and examiner As Ihe charity Irusiees of the Trusi you are responsible for the preparation ol the accounts in aLcordance iviih Ihe requiretnents uf the Charities Ait 20 11 ['the Act'}. I repDI't iii respect of n)J' exainination of the Trust's aclouiits carried out under sectiuii 1ffj5 of tlie 2011 Ait Jiid iii iarryiiik vui 11)y eX.IiYiiiialion I liave folluwL.d dll ihL> applicable Directions givLbii by thL Cliarily Cumniisbiurj under seitiuii 14i15llb) o( Ihe Acl. Basis ol independeiit examiner's report Iy L'Xiimin4lion was carried oul in aLcor41anLe Wlth (he general Dir¢Ltiuns given by the Chariry Commissivn. An examination includes a review of ihe aciounting records kept by the ch31.ity and a cuniparison of Ihe accuunls preseiited %viih Ihose records. It also include5 consideration ol ai)ST unusual iiern5 or disclosuros in Iho accuunrs. dnd 5¢¢kinb* explJnativns frutn yvu as I". ustees CUliLeriiinsT any SULh mdtters. Tlte prucedure.% undertaken dn not pri)vide all the gVLdenie thdl H'uuld be re4uired in 2n audii and consequently no n5)inion 14 gil'Ln as t(? w,hether the acLuunts pre>enr a 'true and fair view, dnd the rL'pvrt 1.4 limilvd to those matiers ser ou( in the Slemeni below. Independent examiner's stdtLment I have iLTrmpleted my exaininatinn. I confirm that no material mailers have cnme to m& aiientinn in L(InncLtii)n wilh tht exaniinaiion kiivinkv me cause to l)eliei'e that ii) any milterial re4pect'. accounring recDrd% were not kept in respeci uf the Trust as required by sectii)n 130 (if the Act., Dr the accnunts do nut aicurd wilh those records.. or tlie aiL(iuIit% du ri()t comply %viih ilJ£' appliiable reuuireriienis Loi)ierniiiki tlie foriii aiid LuiIIL'nt ()1 aLLL>UlIt5 set VUL iri tIIL. Cliariii¢s (AcLvunLS and RL'POrts) RL'xulations 2008 uther than any rL'quiren1ent that the a£Lounts Riiie a 'Lrue and fair view which is nvl a n)alt¢r ¢unsider¥L% as part vl dn Independent examinalion. I have iiL) Lvnierns and have come across no oiher mailers in conn£ction iviih the Lhxdminatitsn i(> which attenti()n should be drawn in this report in order lo enable a proper undersianding of Lhe 3rcounl5 to be reaihed. Sheryl Daiy15 fcA r 3r.d an behall ol" Saffery LLP (.'hartered Accounrants 5t John's Court Easton Street I ligh Ivycombe Bijckinghamshire HPI I IIX Date.. 13 Decetnber 2023 Pag
Gwendoline Anderson Charitable Trust Statement of financial activities Forthe yearended 31 March 2023 31 March202331 March 2022 Unreslricted Unrestricted Funds Funds Notes Incumc and L'ndL)wm£Dnts fro Investment income 136,611 132.637 Other income 8,082 Expendlture on Raisinui fuiid 124,577 54,139 Charitable activitics Pr()i'i.4i()n (>f granL% to further educatinn 21.965 32,457 Totsl 146,542 86,596 Ner Rains on Investn)ents 348,000 Net Incnme -146,151 46,041 RLhconclllalion of funds 'I'uiJl luiids bruuuhi lorward 3.687,229 3.641,188 Total funds carrled f()rward 4.033.380 3.687,229 The notes on page$ 8 tts 13 form part of ihese financial statements. Page 6
Givendoline Anderson Charitable Trnst Balance sheet For the yearended 31 March 2023 31 TrlaTch 202331 March 2022 Unrestricted Unrestrirted Funds Funds Notes Fixed as.sets ITivesimeiit prnperty 4.002,000 3.654.000 f.urrent assets Dcbtors 40,519 49,797 Creditors Amoiiiiis fdlling due within one year (8,£39) [13,168) Net Lurrenl assets 31.980 36,429 Total assets less current Ilabllltles 4,033,980 3,690.429 CrLdltur. Amnurits f2lling due after more Ihan onc )'e3r 1600) [3.200) Net a55ets 4,033,380 3,687,229 Fuiids UnrL'SlriLtL.d fund5 io 4,033,380 3,687,229 Total I'unds 4.033,380 3,6117,229 The Iiotes oil pages 8 10 13 forni P*iri uf rhese financial statemeiits. I'hL. findniial stJtements dnd were signL,d re approved by the Board of Trustees and aurhurised fi)r issue on 7112123 air by: Mr N Morrison Trustee P3ge 7
Gwendoline Anderson Charitable Trust Notes to the finxntl21 statements Far the year ended 31 March 2023 Statutory information GMFendoline Anderson Charitable Trusr is an unincorporaied charity registered in EnLylJnd dnd W31es. The address of ihe charities registered offiie is 24 Easlon Street, High Ivycombe, Buckingh3m.%hire, 11P1 J I NT. The registered charity number is 1142570. The princii)al artiviry of rlie chariry if rhat of the promotion of vncational, higher, further 3nd Liniver5ity L'IIuL'dlivn and researL'h fur IhL. benefil r)r personf living in Stakeiichurch or the surrounding area ol" Buckinghamshire and Oxfordshire. The presentation Lurrenry uf these fLnanLLal statements is Sterling IE), being the Lurrency (Ir tne primary e¢onumiL market in ivhich ihL t'nlily operaies {itb I"UllLLiunAI LurrLJnLy). All ainiiuni% in Ihe.%e financial .statemenL% hai'e been ruunded tu ihe nearesl pvund unlvs5 srared Iitherwise. 'I'he.%ignific£int accnunting pnlicies applied in Ihe prepar4ltinn of the%e lin3ncial %tdtL'mL'nt% are .%ct hel(>w. I'hese policies have been cnnsistently applied tn all years presented unless nrlienvi%e st.Irod. Accouiitlng pollLles Basls of preparlng Ihe nDan¢lJl sl#tements I'lii, fir.JnLiJI SlJlLniL'nLs 1)1 thL ihJriis', i%hich Is a public bL'nL.fLt entity uniier FRS 102. hdVL' bL¥L&n prL'pdred in JicordJnLe with rhe Chariiies SORP IFRS 102} Ilcciiuniing and RLpi)rting hy ChJritlL'>.' StJtement ol Reciimmended Practice Jpplil'able to chariliL'b prL'parin&7 thLif JLLI)unt.% In accordance wilh the finiincial Reporiing Srandard applicable in Thc UK and Republic of Ireland {FR.S 102) IL.Ifoctive I lanuary 2019),. Financial Reporting Standard L02 The Financlal Rcporiing %iandard applicablLJ in the UK and Rcpublii of IrL.Idnd' Jnd ihe Chariries Act 20 11. ThL. finJnLial sratemeni% h.Ive been prepared under the hi5rorical LOSI Lonvention, as modified by the revaluaiii)n of certain assets. I'ho tnjsiees hJve rvi'ieiyed proiertiun.4 and budpef5 fur the nexr rwelve months. PollnwinR Ihi. I'eview. the directors cnii%idei- tl)ere lo be little iitlpict nn Ihe ch.Iriry'% abiliry t(} act.15 .1 goin cniicern. ITicume All dunJtiun dnd lekacy inLume is reLuxnibed in the Ststenienl ul FinanLial ALtiviliL'5 UTILL. thL' Lh3rity has eniitleiiieni to Ihe funds, it is probable thai th¥ incL>I)IL' Ivill bc. rcceived aild ihe Jmuunr £dn be medsure(I reliably. Expenditure .i.1biliries are reLvRnised is expendirure as 500n as there is a legal o-. tructil'e obligation ci)mmi¢iing the charity r¢1 that LxpL'ndiriJrp, i( is prnhahle. rh3r 3 tr3nsfer of econntnic benefir. i%'ill be required in settlement and the amount of the obliRatinn can be measured reliably. F.xpenditure ]% accouniod fnr on an accruals ha.%i.% and lia£ heen c1355ified under hejdinxs ihat akgregaie all cost related Lo Ilie caiegory. WTliere cosis cJiii)ot be directly attriliuted to pJrticulJi' headinLps they have been alluLated to Jilil'ifies on a bas*5 iunsisleni ivith tlie use of resources. Page 8
Gwendoline Anderson Charitable Trust Notes to the flnancfial statements (contlnued) For the yeareDded 31 March 2023 Accountlng policles (continued) Grants pdyable Grants pay3ble to third parties are M'ithin the charitable objeclii'es. Where unconditional grants are nffered, thjs i.s accrued as soon as rhe recipieiit is notifjed of the gr3nt. a.£ tl)i% gil'e.% ri_se to a reasonable expeciatiorb thai the recipient il'ill receive rlie grants. Where &pr3nis Jre iunditiun31 relatinR lo cunimencement of the course the grai?t is unly accrued wlieji this ¢oiidilion is niel. Investment property Inirestmetji prupL'rLies are prupertie5 ivhich are held either lu earn rental incu¥ vf Ivr Cdpltal appreciation or for both. Invesrmenr properties are measurnd al Cost upon inilial recognition. The initial cosi of the property comprises ofits purchase price and any dtrectly attributablL' expenditure. Sul)%equently. investmenl property Is measured at fair value at each reportinR date wilh Lhan&7es in ltsir valut recijgnistd in th¢. incunie stdten)L'nt in thL' period that ihey arise. No dei)reLlJtion is providtrd in ri'spL¢t of invesiment pruperties opplyinhi tIiL, fJir value model. Investment Income Irii't'.%lni¢'nl IncnTni' i'iirnpri%es Df rental income acLrued frum thv prupc'rtii¥S iliiring the ypar. 'rdxalivn I'li¥ Lhariiy is Lbxempt Irom tax on it5 charitable activities. Fund accountlng Unrestricied furlds can be u.sed in accordance wilh the chariiable ohjeclivc% nf ihe c.harity at the discrL'iion of the rru&tees. Resrrictfd liinds ran tbnly be ust>d for particular restricted purposes within the objectii'VS 1)f the c'harity. Re%rricriiins arife ivhen specified by tlie dorior or ivlien funds are raised (or 5)clT-ticu13r resrricted puri?o%es. Thib Lhdrity iurreiitly only holds unre5lriiled funds. Investment Income 31 March 2023 31 March 2022 Rent5 received Inrerest received 136.550 61 132,633 136.611 132,637 PagÈ 9
Gwendollne Anderson Charfjtable Trus¢ Notes to the financial ststements (contlnued) For the yearended 31 March 2023 RaisinR funds 31 March 2023 31 March 2022 Porifulio fflanagement Profession31 fi)QS Prnporly rLpair% laintenJnie Charges RJtes and ivJter InsurJnLL 13,754 13.051 85.211 6,383 897 5,281 13.068 3.055 25.222 5,866 1,222 5,706 124,577 Trustees. remuneratlon and benefits ThL>re werL) no tru.steLS' remunerdtion or othc'r benefiLs for ihe year ended 3 1 MJrLh 2023 nor for Ihe yt'ar i'ndL.d 31 larCh 2022. TrLlStees expenses There were no tru5fee5 expenses pald lor theyearended 3 1 March 2L123 nor lor ihe year ended 3 1 MarLh 2022. Investment property Fair value Ar I klpril 2Q22 Reitaltsation 3,654,001) 348,000 Ai 3 1 MarLh 2023 4,002,000 Net book value AL 3 1 fvlarch 2023 4,002,000 AL 3 1 Nlarch 2022 3,654,000 The truf fee.% have given con.Fiderttrion to the pruperty v31ues ai ye3r 3 1 March 2023 and an uplift has been applied as ar thi.s dare. The la.sr lorrnal v31uatioN 3Ya5 undcrtaken in March 2020 by Ivaterstneet Chartered Surve}'ors. In 2023 the trustees reviewed thL charity's property as.%L'ts and ii)ncluded on a 15 % upljft since Ihis v31uatian. hased on a review of the market. This ias beeii refleitvd in the financial suteinents for the year ended 3 1 fylarch 2023. Pa8e 10
Gwendoline Anderson Charitable Trust Notes tts the ftnancial statements (continued) For the yearended 31 March 2023 Investment property {continued) In respect of the fixed assets stated at valuatioi)s. the comparable historical cost values are as fallows= 2023 2022 2.135.000 2,135,000 Dcbiurs: Amounts falling duc wiihin one year 31 March 2023 3 1 March 2022 -I'rade ijebtors Other debiors 1,098 39.421 49,797 40,519 49,797 Lre(litors: Amounts falllng due wlthln onc year 31 March 2023 3 1 March 2022 Trade Lreditors Other Lreditors 1,012 12,356 8,539 8.539 Credltors.. Amounts fallinR duo after 31 MarLh 2023 31 Mdrch 2022 Other creditors 600 3,200 Pagell
Gwendolino Anderson Charitable Tnt Notes to the financial 5tateTnents (continued) For the yearended 31 March 2023 io. Movement funds At Net l April tnovement 2022 In funds Transfer bL.tween lunds At 31 March 2023 Unrestricted funds General lund Invesiment prvpertv fund Property maintenance lund 3.229 3,654,000 30.000 11,849) 348,000 1.380 4,002.000 30,000 3.687.229 346,151 4,033,380 Tntal funds 3.687.229 346,151 4,031,380 Net movemeni in funds, included in ihv above are ds (ollows.. Incoming Resnurccs resuurrt's Gain% and Movement In fund UnrestrictL.d fund 144.693 (146.542) 11.Y49) 3415,OUO InvostmL'nt property fun(1 348,000 144.693 (146..542) 348,000 346,151 T(ytsl I'unds 144.693 (146,5421 348.000 346,151 Comp.Irative¥ Inr movement In funds At l April movemLbnt 2021 In funds Transfer betwoon (unds At 31 March 2022 Unre5trlrtcd funds GL¥nerdl fund Inve5tmenr properry lund Prnpcris. mainienance fund {32,812) 3.654.VOO 20,000 46,041 (i o.ooo) 3.229 3,654,000 30.000 10,000 3.641.188 46,041 3,687,229 Totdl funds 3.641.188 46.041 3,687.229 Page 12
Gwendoline Anderson Charitable Trust Notes to the Ilnanclal statements (contlnued) For the year ended 31 March 2023 io. Movement in lunds (continued) Cumpkrauve net muvemeni in funds. included In ihe above are as follows.. Inromlng RLsour¢cs resourcc5 expended Galns and losses Movement In lund Unrestrlcttd funds General fund Ini'estmcnt property fund 132.637 (86.596) 46,041 132,637 (86.596) 46,041 Total funds 132,637 (86.596) 46,041 RLilJtLid party dlsclosures The company wa.£ contrnlled thr(Jughout the current and previous year by the trustees cnlleclivoly. 'fhis is duo lo the fact that the trusiccs have equal voting rights Jt general nieetings. Mr. N M(Irrison chdrkie5 the ihariry ftsr his 5erviies as a professional irustce. Mr N Nlorri.%nn and Mr A Sranierare parrners of AllJri ltsiie.g LLP SolicEtDr%, tt liriiited li3biliry' Pdl-tjiership rL'kljStered irj tlio IIK. DJriiiki tlie year LlJSt5 0( E15,48512022.. £20.9921 were iIivoiced to (lie cliiL rity fi'oiii Allaii13ne5 Ll.P. This can be broken down io.. 2023 2022 ProfLssioiial Trustee fees Truste¥s mEetiiig5 Wurk in LvnneLtiun with xranl applii4tivns Support provided tL) Students Suppori and running cosL% 2.065 4,238 1.378 52 7.752 1.676 3,942 1,891 3,353 10,130 15.485 20,992 PdEe 13