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2022-04-05-accounts

Page
Report ofthe Trustees 1 to 9
Report ofthe Independent Auditors 10 to 12
Statement of Financial Activities 13
Balance Sheet 14
Cash Flow Statement 15
Notes tothe Financial Statements 16 to 31

2022 2021
Unrestricted Total
fund funds
Notes E E
INCOME AND ENDOWMENTS FROM
Investment
income
1,217,461 1,224,513
Otherincome 24,250
Total 1,241,711 1,224,513
EXPENDITURE ON
Raising funds 194,537 169,272
Charitable
activities
Grants payable 925,925 791,438
Support costs 70,341 69,364
Governance
costs
4,680 3,960
Total 1,.195,483 1,034,034
Net gains on investments 2,378,631 11,777,119
NET INCOME 2,424,859 11,967,598
RECONCILIATION OF FUNDS
Total funds brought forward 52,779,936 40,812,338
TOTAL FUNDS CARRIED FORWARD 5, 9.95 5 .»9.935
2022 2021
Unrestricted Total
fund funds
Notes 6 f
FIXEDASSETS
Investments 12 54,387,514 51,451,186
CURRENT ASSETS
Debtors 13 88,783 81,030
Cash at bank 780,201 1,364,128
868,984 1,445,158
CREDITORS
Amounts
falling due within one year
14 (51,703) (116,408)
NET CURRENT ASSETS 817,281 1,328,750
TOTAL ASSETS LESSCURRENT LIABILITIES 55,204,795 52,779,936
NET ASSETS 55,204,795 52,779,936
FUNDS 15
Unrestricted funds 55,204,795 52,779,936
TOTAL FUNDS 55,204,795 52,779,936

2022 2021
Noths F. f
Cash flows from operating activities
Cash generated
from operations
17 (1,243,691) (1,121,811)
Net cash used
in operating
activities (1,243,691) (1,121,811)
Cash flows from investing activities
Purchase of fixed asset investments (6,359,206) (15,839,563)
Sale offixed asset investments 5,968,986 15,637,272
Interest received 133 468
Dividends
received
1,217,328 1,224,045
Net cash provided
by investing
activities
827,241 1,022,222
Change
in cash and cash equivalents
in the
reporting
period
(416,450) (99,589)
Cash and cash equivalents at the beginning
ofthe reporting
period
1,419,144 1,518,733
Cash and cash equivalents at the end of
the reporting
period
1,002,694 9.

2022 2021
E E
Quoted investments -dividends 1,173,586 1,182,336
Quoted investments —CPF 43,742 41,709
Short term cash deposit interest 133 468
1,217,461 1,224,513
OTHER INCOME
2022 2021
E E
Exceptional items 24,250

2022 2021
E E
Investment management fees 194,537 169,272
CHARITABLE ACTIVITIES COSTS
Grant
funding of
activities Support
(see note costs (see
7) note 8) Totals
E E E
Grants payable 925,925 925,925
Support costs 70,341 70,341
Governance costs 4,680 4,680
925,925 75,021 1,000,946
GRANTS PAYABLE
2022 2021
E E
Grants payable 925,925 791,438

Total grants payable to institutions during the year were as follow s.
2022 2021
E E
Arts and Culture
Albany Theatre Trust 5,000
Birmingham
Opera Company
3,000
Coventry
City of Culture Trust
25,000
Frozen Light 3,000
Liberty Jamboree,
Lichfield
4,000
Lichfield Garrick Theatre 4,000
Royal Birmingham
Society ofArtists
10,000
Sudden Productions 3,000 3,000
Plus 7/0 grants of less than E3,000 12,250
Co
uni
Pro ects and inte ration
Ackers Adventure,
Birmingham
6,500
Age Concern
Birmingham
5,000
Azad Kashrnir Welfare Association, Birmingham 3,000
Bentley Beginnings 3,000
Balance carried forward 78,750 11,000

2022 2021
E E
Balance brought forward 78,750 11,000
Betel UK 5,000
Birmingham
Disability
Resource
Centre 5,000
Birmingham
Jewish Community
Centre 5,000
Birmingham
People's Centre
3,000
Birmingham
Settlement
50,000
Branch Trust 10,000
British Disabled
Angling Association
3,000
Bryony House, Selly Oak 5,000
Climbing
Out
3,875
Coventry
Vineyard
3,500
Crawshawbooth
Meeting House
5,000
Dads Lane Community
Association,
Birmingham .5,000
Derby TocH Children's
Camp
4,000
Dodford Children's
Farm, Bromsgrove
5,000
EKTA Unity Voluntary
Organisation
3,000
Emmanuel
New Life Community
Church 5,000
Family Action 3,000
Family Fund Trust 5,000
Gospel Oak Community
Forum, Birmingham
3,000
Hazelwell
Church,
Kings Heath
3,000
Heart of England
Community
Foundation
50,000
Helping
Hands Community,
Leamington
3,000
Immanuel
Church,
Highters
Heath
5,000
Inside-Out
Derby (St Peter's
in the City)
3,000
Kidderminster
Baptist Church
3,000
KIDS 5,000
Kings HeathBoys Charitable
Trust
5,000
Marine Society and Sea Cadets 25,000
Newbigin
Community
Trust
3,000
New Life Church, Warwick 5,000
Oldbury
New Testament
Church
of God 5,000
Open Door Community
Foundation
5,000
Parish ofStudley with Mappleborough Green 3,000
Quakers
in Britain
3,000
Redeemer
Church
Birmingham
3,000
Redeeming
Our Communities
5,000
Saathi House, Aston 3,000
StAndrew's
Church
Hall, Bromsgrove
3,000
StAndrew's
Church,
Shifnal
3,000
St Chad's Church,
Rubery
3,000
St Chad's Church, Sutton Coldfield 5,000
St Elizabeth's
Presbytery,
Coventry
5,000
StGermain's
Church,
Edgbaston
5,000 10,000
StJohn's Church, Bromsgrove 5,000
StJohn the Baptist Church, Eastnor 5,000
St Laurence
Church,
Northfield
5,000
Balance carried forward 273,250 133,875
7. GRANTS PAYABLE - continued GRANTS PAYABLE - continued
2022 2021
E E
Balance brought
forward
273,250 133,875
St Mary's Youth Project, Cleobury Mortimer 3,000
St Michael and All Angels Church, Thurmaston 5,000
St Paul's Bordesley Green 3,000
Sport4Life 5,000
Warwickshire
(2nd) Sea Scouts
4,000
Wall I-leath Evangelical
Church
5,000
West Mercia Women's
Aid
3,000
8th Wolverhampton
Scout
Group 3,000
YMCA Sutton Coldfield 5,000
Plus 6/11 grants of less than E3,000 9,500 21,898
Conservation
and Environment
Birmingham
Cathedral
10,000
Clean Rivers Trust 5,000
Dyson Perrins Royal Worcs Museum 5,000
EnviroAbility,
Ross-on-Wye
3,000
Evesham Abbey Trust 5,000
Holy Trinty Church, Bosbury 5,000
Ironbridge
Gorge Museum
Trust 50,000
Leeds/Settle
MM: Airton Property
Trust 5,000
Lichfield Cathedral 10,000
Lord Leycester Hospital 10,000
Museum
ofCarpet
3,000
Norton Iuxta Twycross Church 5,000
Progressive
Farming Trust
5,000
Quaker Tapestry
Meeting House, Kendal
20,000
St Bartholomew's
Church,
Lower Sapey 4,000
St Margaret
Collegiate
Church
10,000
Shrewsbury
Abbey
10,000 5,000
Society of Friends Oswestry Building Fund 5,000
Staffordshire
Wildlife Trust
5,000
Warwick Quaker Meeting 3,000
Plus 1/0 grants of less than E3,000 100
Com
assionate
Su
ort
ARCOS 5,000 5,000
Action for Pulmonary
Fibrosis
5,000
Alice (Relief ofPoverty) 5,000
Autistica 10,000
Bethel Health and Healing 5,000
Big Issue 5,000
Birmingham
City Mission
3,000 5,000
Birmingham
Community
Healthcare
Trust 5,000
Birmingham
Samaritans
5,000
British Red Cross 4,500
Balance carried forward 449,850 270,273
7. GRANTS PAYABLE - continued GRANTS PAYABLE - continued GRANTS PAYABLE - continued
2022 2021
E 6
' Balance brought
forward
449,850 270,273
Bone Cancer Research Trust 5,000
Brecon Mountain
Rescue
5,000
Castel Froma, Leamington Spa 5,000
Cavell Nurses 5,000
Chris Westwood
Charity
for Children 3,000
Coventry
Resource Centre
for the Blind 3,000
Cruse Bereavement
Care
5,000
Cyclists Fighting Cancer 3,000
Cystic Fibrosis Trust 5,000
ECPAT UK 3,000
Edith Cavell Nurses Trust 5,000
Family Action 10,000
Family Society Adoption Society 5,000
Father Hudson's
Society
50,000 20,000
FoodCycle 10,000
Gilga
I Birmingham
7,500
Haven, Wolverhampton 5,000
Herefordshire
Samaritans
5,000
Home from Hospital
Care
5,000
Hope Support Services 3,000
Hospice Charity Partnership 5,000
House ofBread 5,000
Katharine
House Hospice
4,000
LawWorks 5,000
Look Good Feel Better 3,000
Macintyre 3,600
Mary Stevens Hospice, Stourbridge 5,000 20,000
Myton Hospices 5,000
National
Association ofChild Contact Centres
3,000
National
Axial Spondylarthritis
Society 4,000
Omega 3,000
Orthopaedic
Institute
Limited
3,500
Primrose
Hospice, Bromsgrove
5,000
Revitalise Respite Holidays 3,000
Re-Engage 5,000
Roald Dahl's Marvellous Children's Charity 5,000
St Basils 20,000
StJohns Ambulance 5,000
Sandwell
and West Birmingham
Hospitals NHS Trust 5,000
St,Martin's
Centre for Health and
Healing, Birmingham 5,000
Shrewsbury
Samaritans
5,000
SIFA Fireside 20,000
South Warwickshire
NHS
Foundations Trust 5,000
Spinal Muscular
Atrophy
UK 5,000
University
Hospitals
Birmingham
Charity 10,000 5,000
University
Hospitals of North Midlands
5,000
Balance carried forward 612,850 451,873

2022 2021
E f
Balance brought
forward
612,850 451,873
Walsall Society for the Blind 5,000
Worcester Samaritans 5,000
Worcestershire
Acute
Hospitals Charity 5,000
YMCA Sutton Coldfield 5,000
Plus 12/7 grants of less than E3,000 11;803 9,400
Education and Trai
i
Archbishop
ofYork Trust
(Midlands) 3,000
Birch Thompson
Memorial
Fund 5,000
Birmingham
Disability
Resource Centre 5,000
BME United
Limited, Wolverhampton
4,000
Bryntail Cottage Charity 10,000
Chance to Shine 3,000
City Year UK 5,000
COGS Prepares 4 Life 3,000
Criminon
UK
3,000
Dodford Children's
Farm,
Bromsgrove 3,000
First Give 3,000
Fort Royal Primary School (Friends of) 3,000
Insight 3,000
It's a Penalty 5,000
ITSchools Africa 5,000
KIDS 5,000
Listening
Books
3,000
Longlands 5,000
Martineau
Gardens,
Birmingham
5,000
National
Literacy Trust
3,000
National
Star College
50,000
New College Worcester 50,000
New Model Institute for Technology and Engineering 12,000 53,165
Normandy
Day UK
2,000
The Percival Guildhouse 5,000
Prisoners'
Education Trust
5,000
Ruskin
Mill Trust: Sunfield
School 50,000
St Basils (I-lalam Youth Village) 50,000
St Michael on Greenhill, Lichfield 4,000
Sea Cadets Shirley and District 5,000
SENSE Touchbase Centre, Birmingham 50,000
Services for Education 3,000
Sophie Hayes Foundation 5,000
Steps Conductive
Education
Centre 3,000
Street League 3,000
Talent-Ed Education 3,000
Victoria College (sensory garden) 5,000
Whitemoor
Lakes
5,000
Wildgoose
Rural Training
3,000 5,000
Balance carried forward 879,653 681,438

2022 2021
E E
Balance brought
forward
879,653 681,438
Worth Foundation 3,000
YHA (England
and Wales)
5,000
Young Women's Trust 3,000
Young People First, Warwickshire 5,000
Plus 4/4 grants of less than E3,000 8,272 7,000
Research
Action Medical Research 10,000
Alzheimer's
Research
UK 10,000
Bone Cancer Research Trust 5,000
British Heart Foundation 10,000
DEBRA 50,000
Diabetes
UK
10,000
Heart Research
UK
10,000
Organic Research Centre 3,000
The Scar Free Foundation 15,000
Plus 1/0 grant ofless than E3,000 2,000
Total of158/104 grants payable 925,925 791,438
SUPPORT COSTS
Information Governance
Management Finance technology costs Totals
E E E E f
Support costs 69,787 128 426 70,341
Governance
costs
4,680 4,680
69,787 128 426 4,680 75,021

2022 2021
Support Total
costs act vittles
f f
Wages 55,932 54,298
Social security 2,498 2,279
Pensions 5,615 5,435
Rent 9,250 9,243
Insurance 5,445 5,434
Telephone 967 1,867
Postage and stationery 1,251 1,238
Subscriptions 173 595
I.egal and professional 1,334 1,412
Sundries 1,642 754
Administration fee (14,320) (13,650)
69,787 68,905
FINANCE
2022 2021
Support Total
costs activities
f f
Bank charges 128 129
INFORMATION TECHNOLOGY
2022 2021
Support Total
costs activities
f f
ITcosts 426 330
GOVERNANCE COSTS
2022 2021
Governance Tata I
costs activities
f f
Auditors' remuneration 3,960 3,960
Auditors' remuneration for non-audit work 720
4,680 3,960

STAFF COSTS
2022 2021
E E
Wages and salaries 55,932 54,298
Social security costs 2,498 2,279
Other pension costs 5,615 5,435
64,045 62,012
The average monthly number ofemployees during the year was as follows:
2022 2021
Management 1 1
No employees received emoluments in excess ofE60,000.
COMPARATIVES
FOR
THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
fund
E
INCOME AND ENDOWMENTS FROM
Investment
income
1,224,513
EXPENDITURE ON
Raising funds 169,272
Charitable
activities
Grants payable 791,438
Support costs 69,364
Governance
costs
3,960
Total 1,034,034
Net gains on investments 11,777,119
NET INCOME 11,967,598
11. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued
Unrestricted
fund
E
RECONCILIATION
OF FUNDS
Total funds brought forward 40,812,338
TOTAL FUNDS CARRIED FORWARD 52,779,936
12. FIXEDASSET INVESTMENTS
2022 2021
E E
Market value at 6April 2021 51,396,170 39,416,760
Additions
at cost
6,359.206 15,839,563
Sale proceeds on disposal (5,968,986) (15,637,272)
Gain/(loss)
in the year:
- realised
and unrealised
2,378,631 11,777,119
54,165,021 51,396,170
Cash on deposit as at 5 April 2022 222,493 55,016
Market value at 5April 2022 54,387,514 51,451,186
Historic cost at 5 April 2022 43,952,492 42,737,235
ANALYSIS OF INVESTMENTS
2022 2021
f E
UK gilts
UK quoted equities 25,185,310 24,222,985
Non-UK quoted equities
and bonds
26,339,269 24,400,801
UK quoted
bonds
2,640,442 2,772,384
Cash 222,493 55,016
54,387,514 51,451,186
13. DEBTORS:AMOUNTS DEBTORS:AMOUNTS FALLING DUE WITHIN ONE YEAR FALLING DUE WITHIN ONE YEAR FALLING DUE WITHIN ONE YEAR FALLING DUE WITHIN ONE YEAR
2022 2021
E E
Other debtors 88,783 81,030
Other debtors consist of ex-dividends declared but not yet received as at the balance sheet date.
14. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2022 2021
'E E
Other creditors 51,703 116,408
15. MOVEMENT IN FUNDS
Net
movement At
At 64L21 in funds 5.4.22
E E E
Unrestricted funds
General fund 52,779,936 2,424,859 55,204,795
TOTAL FUNDS 52,779,936 2,424,859 55,204,795
Incoming Resources Gains and Movement
resources expended losses in funds
E E E E
Unrestricted funds
General fund 1,241,711 (1,195,483) 2,378,631 2,424,859
TOTAL FUNDS 1,241,711 (1,195,483) 2,378,631 2,424,859
Comparatives for movement in funds
Net
movement At
At 6.4.20 in funds 5,4.21
E E E
Unrestricted funds
General fund 40,812,338 11,967,598 52,779,936
TOTAL FUNDS 40,812,338 11,967,598 52,779,936

Incoming Resources Gains and Movement
resources expended losses in funds
f f E E
Unrestricted funds
General fund 1,224,513 (1,034,034) 11,777,119 11,967,598
TOTAL FUNDS 1,224,513 (1,034,034) 11,777,119 11,967,598
Net
movement At
At 6.4.20 in funds 5.4.22
E E E
Unrestricted funds
General fund 40,812,338 14,392,457 55,204,795
TOTAL FUNDS 40,812,338 14,392,457 55,204,795
Incoming Resources Gains and Movement
resources expended losses in funds
E E E E
Unrestricted funds
General fund 2,466,224 (2,229,517) 14,155,750 14,392,457
TOTALFUNDS 2,466,224 (2,229,517) 14,155,750 14,392,457

RECONCILIATION RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM OPERATING NET INCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES
2022 2021
E E
Net income for the reporting period (as per the Statement of Financial
Activities) 2,424,859 11,967,598
Adjustments
for:
Gain on investments (2,378,631) (11,777,119)
Interest received (133) (468)
Dividends received (1,217,328) (1,224,045)
Increase in debtors (7,753) (2,683)
Decrease in creditors (64,705) (85,094)
Net cash used in operations (1,243,691) (1,121,811)
ANALYSIS OF CHANGES IN NET FUNDS
At 6.4.21 Cash flow At 5.4.22
E f f
Net cash
Cash at bank 1,364,128 (583,927) 780,201
Cash with investment manager 55,016 167,477 222,493
1,419,144 (583,927) 1,002,694
Total 1,419,144 (583,927) 1,002,694

2022 2021
E E
Within one year 2,965 9,250
Between two and five years 2,965
In more than five years
2,965 12,215