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2024-04-05-accounts

BRANSTONCHARITABLE TRU ST
CONTENTS
Page
Chariglnformation 1
Trustees Report 2-3
lndependent Examiners Report 4
Statement of Financial Activities 5
Balance Sheet 6
Notes to theAccounts 7-9

12 February

12 February

UnreetrlctedUnrestricted
income
capita!
2024
2024
EE
UnreetrlctedUnrestricted
income
capita!
2024
2024
EE
Igtal-
2024
e
Total
2023
lncome and endowmentsfrom:
Donationsand legacies
Grants and donations(note4) 68,660 68,660 24,457
iliscellaneousincome:
Chadtable activffies andfundnisi ng
Giftand receipts
lncomefrominvestnenb
Investment income 28,813 28,813 25,914
Deposit interest ,,,: 2Jrc 781
Otherreceipb 424
Profit(loss) on sale of investments 37,222 37,222 57,301
Total incoming resources 30,959 105,882 136,841 108,877
Expenditure on:
Charttableactiviti*
Portfolio management 10,181 10,181 10,790
OfDercosfs
Accountancy fees 1,090 1,080 1,020
Administration & brandingfees 5,000 5,000 4,000
Website design 151 151 2,841
Distributions made (note 6) 93,855 : 93,855 37,395
Total expenditure 100,086 10,181 110,267 56,046
Netincome(expenditure)in period (69,127) 95,701 26,574 52,831
Netgains (losses)oninvestments 91,173 91,173 (170,611)
Netmovementinfunds (69,127) 186,874 '117,747 (11?,?80)
Reconciliatlon offunds
Funds broughtfonrvard 240,639 1,224,654 1,465,293 1,583,073
Transfersbetweenfunds
Movementsinfunds for theyear (69,127) 186,874 117,747 (117,7801
Funds as at5mApri!2024 w
81,411,528
e1,583,040 €1/-65293

12 February

lncome Caoital lncome Capital
20z. 2024 2023 2023
E E
Statutory independent examination 1,090 1,020
€1,080 e- e1,020 €-
6.Dhtdbutionsmadefrom lncome
202J. 2023
E
Donations 8,l,000orgreater:
FullHouse 10,000
Bedford &LutonCommunity Foundation 91,000
Bedford Guild House 2,500
Keech Hospice
EastAnglian Air Ambulance
2,000
,,*:
2,000
2,000
Brainwave 3,000
Linkto Change 5,000
Autism Beds 2,000
Families Limited Network 3,000
Ormiston Families 5,000
Bedfordshire MusicTrust 1,000
Donationslessthan 81,000 (total) (1,145) 1,895
893,855 _999q

7.lnvestments
20?4. 2023
E
Brought forward 1.293,258 1,503,145
Additions 124,906 316,152
Disposals (129,036) (355,428)
Fairvalue gains/(losses) 91,173 (170,611)
tL,38q391 EI,29E.25p
8.Unrestricted incomefunds
20z, 2023
e
Broughtfonrard 240,639 119,200
Surplus(deficit) for the year (69,127) (18,561)
Transfer between funds 140,000
Caniedfonrard 8171,512 8240,639
9.Unrestricted capitalfunds
20?4
e
2023t
Broughtfonrard 1,224,654 1,463,873
Surplus(deficit)forthe year 186,874 (99,219)
Transfer between funds (140,000)
Caniedfonrvard 21A11,528. e1W