2023-03-31-accounts - The Christadelphian Shunem Home UK Committee

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Trustees’ Annual Report for the period

From 01.04.2022 Period start date To 31.03.2023 Period end date Charity name: The Christadelphian Shunem Home UK Committee Charity registration number: 1174628

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The relief of those in need, by reason of youth, age, ill-health, disability, financial hardship or other disadvantage in India, in accordance with Christadelphian Christian principles in particular but not exclusively by making grants to assist with the work of the Christadelphian Shunem and Welfare Trust, a charitable trust registered in India (Registration no. BKIV/51/210 (Andhra Pradesh))
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	The general aim of the charity is to facilitate the provision of medical relief, nutrition, education and residential services to the aged and also for children whose parents / guardians suffer from Hanson’s disease and other debilitating diseases providing in particular for their all-round care both general and spiritual and any other matters relating to their wellbeing. The primary means of achieving this provision is by closely working with the Christadelphian Shunem and Welfare Trust, a charitable trust registered in India which manages residential accommodation known as “The Christadelphian Shunem Home”. The trust provides primary education for its beneficiaries by funding places at the “Nithsdale School”, a project of the Nithsdale Education Society, registered in Andhra Pradesh, no. 791 of 2017 and secondary / tertiary education at various independent establishments in the region of Hyderabad city. The charity aims to facilitate the advancement of religion by assisting in

		the provision of the opportunity for daily worship and Bible study for its beneficiaries at Christadelphian services and classes arranged at Christadelphian meeting venues local to those beneficiaries.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees in facilitating these activities have had due regard to the guidance issued by the Charity Commission on public benefit

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	The main activity of the charity is the provision of support for the Christadelphian Shunem and Welfare Trust. Application for grant funding is made by the Trust in advance of the charity’s AGM. The level of financial support granted for the following year is then agreed by the Trustees at the charity’s AGM.
Policy on social investment including program related investment	Para 1.38
Contribution made by volunteers	Para 1.38	The trustees and nominated assistants from within the Christadelphian community provide advice, perform their duties as trustees including keeping financial records, providing IT support and engaging in publicity activities on a voluntary basis. The value of this voluntary work is estimated to be £2,150.
Other

Achievements and Performance

SORP reference

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	During the period covered by this report the charity has facilitated physical, spiritual and social care for 118 children and young people aged 6 to 18+ years from disadvantaged households from the area surrounding Hyderabad city, India. This has been achieved by facilitating the provision through the Christadelphian Shunem and Welfare Trust of supervised accommodation at the two Shunem campuses known as “The Christadelphian Shunem Home Boys’ Hostel” and “The Christadelphian Shunem Home Girls’ Hostel” and also by providing funding for education of the children. 74 children (including 10 staff children) attend the Nithsdale School which was originally established for and is run alongside the Christadelphian Shunem Home. The total number of pupils at the school is now 174. The school provides primary education from nursery to year 7. The charity funds secondary education for the children resident at the Shunem Home at a number of local schools and colleges. 24 year 11 and 12 children are studying at various local colleges. In addition, 10 young people are studying university courses whilst living at the Shunem Home. All children passed the Public Board exams held during the year for years 10, 11 and 12 students. Both campuses at the Shunem Home were inspected by the Women and Child Dept. of Telangana Government and received favourable reports. During the period the facility was visited by a Trustee of the UK committee. In addition to the children’s facilities, the charity supports the provision of accommodation for elderly people from disadvantaged backgrounds at The Christadelphian Shunem Home Girls’

Hostel. There were 14 elderly residents living at the Shunem Home. Nursing care and general assistance for the elderly residents has been provided by a team of carers supervised by a registered general nurse. A local doctor has visited the home twice weekly. Various enrichment activities were provided for the elderly residents including the opportunity for attending religious services. They enjoyed interacting with the children and attended several school performances.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Funds at the end of the year amounted to £323,546 of which £17,331 was restricted for specific projects at the request of donors.
Statement explaining the policy for holding reserves statingwhy they areheld	Para 1.22	The charity’s policy is to hold a minimum of 12 months’ running costs of the Christadelphian Shunem Home.
Amount of reserves held	Para 1.22	£323,546 was held at the year end.
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23

Additional information (optional)	Additional information (optional)	Additional information (optional)
You may choose to include further statements			where relevant about:
			The principal source of funding is by
			donations, grants and legacies from
	The charity’s principal		members of the Christadelphian
	sources of funds (including	Para 1.47	Community and from collections at
	any fundraising)		Christadelphian “Ecclesias” (churches)
			worldwide
			All funds are currently held in UK bank
			accounts.
	Investment policy and
	objectives including any	Para 1.46
	social investment policy
	adopted

Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising)	Para 1.47	The principal source of funding is by donations, grants and legacies from members of the Christadelphian Community and from collections at Christadelphian “Ecclesias” (churches) worldwide
Investment policy and objectives including any social investment policy adopted	Para 1.46	All funds are currently held in UK bank accounts.
A description of the principal risks facing the charity	Para 1.46	The charity is dependent upon donations from within the Christadelphian community. The risk of large falls in income is minimised by encouraging wherever possible a large number of donors giving relatively small regular amounts. The risk of misuse of grants made has been mitigated by working only with the Christadelphian Shunem and Welfare Trust which is regulated by the appropriate government body and which provides audited accounts to the charity on an annual basis. This is supplemented by regular visits by members of the UK committee to inspect the work of the Trust.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	CIO whose only voting members are its charity trustees
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Appointed by resolution passed by a meeting of trustees

including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees meeting of trustees	including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees meeting of trustees	including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees meeting of trustees
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees	Para 1.51	New trustees are provided with a copy of the constitution and the “essential Trustee” guide. They are then formally talked through the constitution by an existing trustee
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	The charity operates a flat committee which meets at regular intervals. Decisions are made by simple vote. There are no paid employees.
Relationship with any related parties	Para 1.51	None
Other

including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees meeting of trustees	including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees meeting of trustees	including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees meeting of trustees
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees	Para 1.51	New trustees are provided with a copy of the constitution and the “essential Trustee” guide. They are then formally talked through the constitution by an existing trustee
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	The charity operates a flat committee which meets at regular intervals. Decisions are made by simple vote. There are no paid employees.
Relationship with any related parties	Para 1.51	None
Other

Reference and Administrative details

Charity name	The Christadelphian Shunem Home UK Committee
Other name the charity uses
Registered charity number	1174628
Charity’s principal address	5 Hillview Lane, Twyning, Tewkesbury, Gloucestershire, GL20 6JW

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	David Morgan	Chair
	Joanne Morgan
	Michael Page	Treasurer
	Benjamin Standeven
	Rachel Shepherd
	John Vincent
	Alison Vincent

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets None held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Additional information (optional) Names and addresses of advisers (Optional information)	Additional information (optional) Names and addresses of advisers (Optional information)	Additional information (optional) Names and addresses of advisers (Optional information)
Type of adviser Name Address




Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Michael Harvey Page Position (eg Secretary, Treasurer Chair, etc) Date 21/01/2024

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The Christadelphian Shunem Home UK Committee Charity
number 1174628
Annual accounts for the period
Period end
Period start date 01/04/2022 To date 31/03/2023
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Section A Statement of financial activities

Recommended categories by activity Guidance Notes Incoming resources (Note 3) Income and endowments from: Donations and legacies S01 Charitable activities S02 Other trading activities S03 Investments S04 Separate material item of income S05 Other S06 S07 Resources expended (Note 4) Expenditure on: Raising funds S08 Charitable activities S09 Separate material item of expense S10 Other S11 S12 S13 Net gains/(losses) on investments S14 S15 Extraordinary items S16 S17 S18 Other gains/(losses) S19 S20 *Reconciliation of funds:* S21 S22 *Total* *Net movement in funds* Total funds brought forward *Total funds carried forward* *Total* Net income/(expenditure) before investment gains/(losses) Net income/(expenditure) Transfers between funds Other recognised gains/(losses): Gains and losses on revaluation of fixed assets for the charity’s own use	Unrestricted funds Restricted income funds Endowment funds Total funds Prior year funds £ £ £ £ £ F01 F02 F03 F04 F05 89,721 - - 89,721 183,643 - - - - - - - - - - 1,451 - - 1,451 1,218 - - - - - - - - - -
	91,172 - - 91,172 184,861
	180 - - 180 144 131,057 4,048 - 135,105 136,773 - - - - - 649 - - 649 1,180
	131,886 4,048 - 135,934 138,097

	40,714 - 4,048 - - 44,762 - 46,764
	- - - - -
	40,714 - 4,048 - - 44,762 - 46,764
	- - - - - - - - - - - - - - - - - - - -
	40,714 - 4,048 - - 44,762 - 46,764
	346,929 21,379 - 368,308 321,544
	306,215 17,331 - 323,546 368,308

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Section B Balance sheet

Fixed assets Intangible assets Tangible assets Heritage assets Investments *Total fixed assets* Current assets Stocks Debtors Investments Cash at bank and in hand (Note 8) *Total current assets* Creditors: amounts falling due within one year (Note 7) *Net current assets/(liabilities)* *Total assets less current liabilities* Creditors: amounts falling due after one year Provisions for liabilities *Total net assets or liabilities* Funds of the Charity Endowment funds Restricted income funds (Note 9) Unrestricted funds Revaluation reserve *Total funds* Signed by one or two trustees on behalf of all the trustees	Guidance Notes B01 B02 B03 B04 B05 B06 B07 B08 B09 B10 B11 B12 B13 B14 B15 B16 B17 B18 B19 B20 B21	Unrestricted funds Restricted income funds Endowment funds Total this year Total last year £ £ £ £ £ F01 F02 F03 F04 F05 - - - - - - - - - - - - - - - - - - - -
		- - - - -
		- - - - - - - - - - - - - - - 306,215 17,331 - 323,546 369,308
		306,215 17,331 - 323,546 369,308
		- - - - 1,000
		306,215 17,331 - 323,546 368,308

		306,215 17,331- 323,546 368,308
		- - - - - - - - - -
		306,215 17,331 - 323,546 368,308
		- - - 17,331 17,331 62,994 306,215 - 306,215 305,314 -
		306,215 17,331 - 323,546 368,308
		Date of approval dd/mm/yyyy Print Name Signature

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Section C Notes to the accounts

Note 1 Basis of preparation

This section should be completed by all charities .

1.1 Basis of accounting

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts.

The accounts have been prepared in accordance with:

the Statement of Recommended Practice: Accounting and Reporting by Charities
• and with*  preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014
• and with*  the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102)
and with the Charities Act 2011.

The charity constitutes a public benefit entity as defined by FRS 102.*



-Tick as appropriate

1.2 Going concern

If there are material uncertainties related to events or conditions that cast significant doubt on the charity's ability to continue as a going concern, please provide the following details or state "Not applicable", if appropriate:

An explanation as to those factors that support the conclusion that the charity is a going Not applicable concern; Disclosure of any uncertainties that make the going concern assumption doubtful; Not applicable Where accounts are not prepared on a going concern basis, please disclose this fact together with the basis on which the trustees prepared the accounts and the reason why the Not applicable charity is not regarded as a going concern.

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1.3 Change of accounting policy

The accounts present a true and fair view and the accounting policies adopted are those outlined in note 2.

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Yes 
-Tick as appropriate
No 
Please disclose:
(i) the nature of the change in accounting policy; Not applicable
(ii) the reasons why applying the new accounting policy
provides more reliable and more relevant information; Not applicable
and
(iii) the amount of the adjustment for each line affected
in the current period, each prior period presented and
the aggregate amount of the adjustment relating to
periods before those presented, 3.44 FRS 102 SORP. Not applicable
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1.4 Changes to accounting estimates

No changes to accounting estimates have occurred in the reporting period (3.46 FRS 102 SORP).

Yes No	 	* -Tick as appropriate

Please disclose:

*Please disclose:*
*(i) the nature of any changes;*	Not applicable
*(ii) the effect of the change on income and expense or* *assets and liabilities for the current period; and*	Not applicable
*(iii) where practicable, the effect of the change in one or*
*more future periods.*
	Not applicable

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1.5 Material prior year errors

No material prior year errors have been identified in the reporting period (3.47 FRS 102 SORP).

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Yes 
-Tick as appropriate
No 
Please disclose:
(i) the nature of the prior period error; Not applicable
(ii) for each prior period presented in the accounts, the
amount of the correction for each account line item
affected; and
Not applicable
(iii) the amount of the correction at the beginning of the
earliest prior period presented in the accounts.
Not applicable
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Section C Notes to the accounts (cont)

Note 2 Accounting policies 2.1 INCOME

This standard list of accounting policies has been applied by the charity except for those ticked "No" or "N/a". Where a different or additional policy has been adopted then this is detailed in the box below.

Recognition of income
Donated services and facilities that are consumed immediately are recognised as
income with an equivalent amount recognised as an expense under the appropriate
heading in the SOFA.
The cost of any stock of goods donated for distribution to beneficiaries is deemed to be
the fair value of those gifts at the time of their receipt and they are recognised on
receipt. In the reporting period in which the stocks are distributed, they are recognised
as an expense at the carrying amount of the stocks at distribution.
Donated services and
facilities
Donated services and facilities are included in the SOFA when received at the value of
the gift to the charity provided the value of the gift can be measured reliably.
These are included in the Statement of Financial Activities (SoFA) when:
 the charity becomes entitled to the resources;
· it is more likely than not that the trustees will receive the resources; and
 the monetary value can be measured with sufficient reliability.
Donated goods
Contractual income and
performance related
grants
Offsetting
There has been no offsetting of assets and liabilities, or income and expenses, unless required
or permitted by the FRS 102 SORP or FRS 102.
Grants and donations
Grants and donations are only included in the SoFA when the general income
recognition criteria are met (5.10 to 5.12 FRS102 SORP).
This is only included in the SoFA once the charity has provided the related goods or
services or met the performance related conditions.
Donated goods are measured at fair value (the amount for which the asset could be
exchanged) unless impractical to do so.
In the case of performance related grants, income must only be recognised to the
extent that the charity has provided the specified goods or services as entitlement to
the grant only occurs when the performance related conditions are met (5.16 FRS 102
SORP).
Legacies
Legacies are included in the SOFA when receipt is probable, that is, when there has
been grant of probate, the executors have established that there are sufficient assets
in the estate and any conditions attached to the legacy are either within the control of
the charity or have been met.
Government grants
The charity has received government grants in the reporting period
Tax reclaims on
donations and gifts
Gift Aid receivable is included in income when there is a valid declaration from the
donor. Any Gift Aid amount recovered on a donation is considered to be part of that
gift and is treated as an addition to the same fund as the initial donation unless the
donor or the terms of the appeal have specified otherwise.
Gifts in kind for use by the charity are included in the SoFA as income from donations
when receivable.
Support costs
The charity has incurred expenditure on support costs.
Volunteer help
Donated goods for resale are measured at fair value on initial recognition, which is the
expected proceeds from sale less the expected costs of sale, and recognised in
'Income from other trading activities' with the corresponding stock recognised in the
balance sheet. On its sale the value of stock is charged against 'Income from other
trading activities' and the proceeds from sale are also recognised as 'Income from
other trading activities'.
Goods donated for on-going use by the charity are recognised as tangible fixed assets
and included in the SoFA as incoming resources when receivable.
The value of any voluntary help received is not included in the accounts but is
described in the trustees’ annual report.

Yes
No
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2.3 ASSETS Intangible fixed assets Heritage assets Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources, eg allocating property costs by floor areas, or per capita, staff costs by the time spent and other costs by their usage. They are valued at cost. Grants with performance conditions Where the charity gives a grant with conditions for its payment being a specific level of service or output to be provided, such grants are only recognised in the SoFA once the recipient of the grant has provided the specified service or output. Grants payable without performance conditions Where there are no conditions attaching to the grant that enables the donor charity to realistically avoid the commitment, a liability for the full funding obligation must be recognised. The charity has intangible fixed assets, that is, non-monetary assets that do not have physical substance but are identifiable and are controlled by the charity through custody or legal rights. The amortisation rates and methods used are disclosed in note 9.5 They are valued at cost. The charity has heritage assets, that is, non-monetary assets with historic, artistic, scientific, technological, geophysical or environmental qualities that are held and maintained principally for their contribution to knowledge and culture. The depreciation rates and methods used as disclosed in note 9.6.1.4. This includes any realised or unrealised gains or losses on the sale of investments and any gain or loss resulting from revaluing investments to market value at the end of the year. Income from interest, royalties and dividends This is included in the accounts when receipt is probable and the amount receivable can be measured reliably. Income from membership subscriptions Membership subscriptions received in the nature of a gift are recognised in Donations and Legacies. Membership subscriptions which gives a member the right to buy services or other benefits are recognised as income earned from the provision of goods and services as income from charitable activities. 2.2 EXPENDITURE AND LIABILITIES Liability recognition Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonable certainty. Investment gains and losses The charity accounts for basic financial instruments on initial recognition as per paragraph 11.7 FRS102 SORP. Subsequent measurement is as per paragraphs 11.17 to 11.19, FRS102 SORP. Tangible fixed assets for use by charity The depreciation rates and methods used are disclosed in note 9.2. Governance and support costs Support costs have been allocated between governance costs and other support. Governance costs comprise all costs involving public accountability of the charity and its compliance with regulation and good practice. Settlement of insurance claims Insurance claims are only included in the SoFA when the general income recognition criteria are met (5.10 to 5.12 FRS102 SORP) and are included as an item of other income in the SoFA. They are valued at cost. These are capitalised if they can be used for more than one year, and cost at least Redundancy cost The charity made no redundancy payments during the reporting period. Deferred income No material item of deferred income has been included in the accounts. Creditors The charity has creditors which are measured at settlement amounts less any trade discounts Provisions for liabilities A liability is measured on recognition at its historical cost and then subsequently measured at the best estimate of the amount required to settle the obligation at the reporting date Basic financial instruments	N/A	Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a    Yes No N/a   

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Investments Fixed asset investments in quoted shares, traded bonds and similar investments are valued at initially at cost and subsequently at fair value (their market value) at the year end. The same treatment is applied to unlisted investments unless fair value cannot be measured reliably in which case it is measured at cost less impairment. Investments held for resale or pending their sale and cash and cash equivalents with a maturity date of less than 1 year are treated as current asset investments Stocks and work in Stocks held for sale as part of non-charitable trade are measured at the lower or cost or net progress realisable value. Goods or services provided as part of a charitable activity are measured at net realisable value based on the service potential provided by items of stock. Work in progress is valued at cost less any foreseeable loss that is likely to occur on the contract. Debtors (including trade debtors and loans receivable) are measured on initial recognition at Debtors settlement amount after any trade discounts or amount advanced by the charity. Subsequently, they are measured at the cash or other consideration expected to be received. The charity has has investments which it holds for resale or pending their sale and cash and Current asset cash equivalents with a maturity date less than one year. These include cash on deposit and investments cash equivalents with a maturity date of less than one year held for investment purposes rather than to meet short term cash commitments as they fall due. They are valued at fair value except where they qualify as basic financial instruments.

Yes	No	N/a
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Yes	No	N/a

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Yes	No	N/a

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Yes	No	N/a


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Yes	No	N/a
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POLICIES ADOPTED None ADDITIONAL TO OR DIFFERENT FROM THOSE ABOVE

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Section C Notes to the accounts (cont)

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Note 3 Analysis of income
Restricted
Unrestricted income Endowment
funds funds funds Total funds Prior year
Analysis £ £
Donations Donations and gifts 69,027 - - 69,027 108,966
and legacies: Gift Aid 1,455 - - 1,455 4,288
Legacies - - - - -
General grants provided by government/other
charities 19,239 - - 19,239 70,389
Membership subscriptions and sponsorships
which are in substance donations - - - -
Donated goods, facilities and services - - - - -
Other - - - -
Total 89,721 - - 89,721 183,643
Charitable
activities: - - - - -
- - - - -
- - - - -
Other - - - - -
Total - - - - -
Other trading
activities: - - - - -
- - - - -
- - - - -
Other - - - - -
Total - - - [ - - ]
Income from Interest income 1,451 - - 1,451 1,218
investments: Dividend income - - - - -
Rental and leasing income - - - - -
Other - - - - -
Total 1,451 - - [ 1,451 1,218 ]
Separate - - - - -
material item - - - - -
of income: - - - - -
- - - - -
Total - - - [ - - ]
Other: Conversion of endowment funds into income - - - - -
Gain on disposal of a tangible fixed asset held
for charity's own use - - - - -
Gain on disposal of a programme related
investment - - - - -
Royalties from the exploitation of intellectual
property rights - - - - -
Other - - - - -
Total - - - [ - - ]
TOTAL INCOME 91,172 - - 91,172 184,861
Other information:
All income in the prior year was unrestricted except for: (please
provide description and amounts) None
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Page 9 of 19

Where any endowment fund is converted into income in the reporting period, please give the reason for the conversion. Where any endowment fund is converted into income in the prior period, please give the reason for the conversion. Within the income items above the following items are material: (please disclose the nature, amount and any prior year amounts)

Not applicable Not applicable Not applicable

Page 10 of 19

Section C Notes to the accounts (cont)

Note 4 Analysis of expenditure

----- Start of picture text -----
This year Last year
Restricted
Unrestricted Restricted Endowment Unrestricted income Endowment
Analysis funds income funds funds Total funds funds funds funds Total funds
Expenditure on raising funds: £ £
Incurred seeking donations - - - - - - - -
Incurred seeking legacies - - - - - - - -
Incurred seeking grants - - - - -
Operating membership schemes and
social lotteries - - - - -
Staging fundraising events
- - - - -
Fudraising agents - - - - -
Operating charity shops - - - - -
Operating a trading company
undertaking non-charitable trading
activity - - - - -
Advertising, marketing, direct mail and
publicity 180 - - 180 144 - - 144
Start up costs incurred in generating
new source of future income
- - - - - - - -
Database development costs - - - - - - - -
Other trading activities - - - - -
Investment management costs: - - - - -
Portfolio management costs - - - - - - - -
Cost of obtaining investment advice
- - - - - - - -
Investment administration costs
- - - - - - - -
Intellectual property licencing costs
- - - - - - - -
Rent collection, property repairs and
maintenance charges - - - - - - - -
- - - - - - - -
Total expenditure on raising funds 180 - - 180 144 - - 144
Expenditure on charitable activities:
Grants and donations paid 131,057 4,048 - 135,105 96,773 40,000 - 136,773
- - - - - - - -
- - - - - - - -
- - - - - - - -
Total expenditure on charitable
activities 131,057 4,048 - 135,105 96,773 40,000 - 136,773
Separate material item of expense
- - - - - - - -
- - - - - - - -
- - - - - - - -
Total - - - - - - - -
Other
Bank charges 480 - - 480 181 - - 181
Committee expenses 170 - - 170 - - - -
Accountancy fees - - - - 1,000 - - 1,000
- - - - - - - -
Total other expenditure 650 - - 650 1,181 - - 1,181
TOTAL EXPENDITURE 131,887 4,048 - 135,935 98,098 40,000 - 138,098
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Page 11 of 19

Section C Notes to the accounts

Note 5 Details of certain items of expenditure

5.1 Fees for examination of the accounts

Please provide details of the amount paid for any statutory external scrutiny of accounts and other services provided by your independent examiner. If nothing was paid please enter '0' in the appropriate box(es).

Other fees (for example: financial advice, consultancy, accountancy services) paid to the independent examiner Independent examiner’s fees Assurance services other than audit or independent examination Tax advisory fees	This year Last year £ £ - - - - - - - 1,000

Page 12 of 19

Section C Notes to the accounts (cont)

Note 6 Grantmaking

Please complete this note if the charity made any grants or donations which in aggregate form a material part of the charitable activities undertaken.

This year:

6.1 Analysis of grants paid (included in cost of charitable activities)

----- Start of picture text -----
Grants to
Analysis institutions Grants to individuals Support costs Total
£ £
Grants to India 135,105 - - 135,105
- - - -
- - - -
- - - -
Total 135,105 - - 135,105
----- End of picture text -----

Please enter “Nil” if the charity does not identify and/or allocate support costs.

6.2 Grants made to institutions

*Yes* No *TOTAL GRANTS PAID* Names of institution *My charity has made grants to particular institutions that are material in the* *context of its grantmaking. Details of the institution supported, purpose of the* *grant and total paid to each institution is available on the charity's web site.* Christadelphian Shunem and Welfare Trust Purpose Care and education for the needy in India *Other unanalysed grants* *Total grants to institutions in reporting period*	*Please provide* *details of charity's* *URL.* *Provide details* *below* Total amount of grants paid £ 135,105 - - - - - - - - -
	135,105
	- 135,105

Yes
No
TOTAL GRANTS PAID
Names of institution
My charity has made grants to particular institutions that are material in the
context of its grantmaking. Details of the institution supported, purpose of the
grant and total paid to each institution is available on the charity's web site.
Christadelphian Shunem and Welfare Trust
Purpose
Care and education for the needy in India
Other unanalysed grants
Total grants to institutions in reporting period

Please provide
details of charity's
URL.
Provide details
below
Total amount of
grants paid £
135,105
-
-
-
-
-
-
-
-
-

135,105

-
135,105

Page 13 of 19

Last year:

6.3 Analysis of grants paid (included in cost of charitable activities)

Analysis Grants to India *Total*	Grants to institutions Grants to individuals Support costs Total £ £ 136,773 - -136,773 - - - - - - - - - - - -
	136,773 - - 136,773

Please enter “Nil” if the charity does not identify and/or allocate support costs.

6.4 Grants made to institutions

*My charity has made grants to particular institutions that are material in the* *context of its grantmaking. Details of the institution supported, purpose of the* *grant and total paid to each institution is available on the charity's web site.*	*Yes* *Please provide* *details of charity's* *URL.* No *Provide details* *below*

*TOTAL GRANTS PAID* Names of institution Purpose Christadelphian Shunem and Welfare Trust Care and education for the needy in India *Total grants to institutions in reporting period* *Other unanalysed grants*	Total amount of grants paid £ 136,773 - - - - - - - - -
	136,773
	- 136,773

Page 14 of 19

Section C Notes to the accounts (cont)

Note 7 Creditors and accruals

Please complete this note if the charity has any creditors or accruals.

7.1 Analysis of creditors

7.1 Analysis of creditors
		Amounts		falling due		Amounts falling due after
		within		one year		more than		one year
		This year			Last year	This year		Last year
		£			£	£		£
Accruals for grants payable			-		-		-		-
Bank loans and overdrafts			-		-		-		-
Trade creditors			-		-		-		-
Payments received on account for contracts or
performance-related grants			-		-		-		-
Accruals and deferred income			-		1,000		-		-
Taxation and social security			-		-		-		-
Other creditors			-		-		-		-
	Total		-		1,000		-		-

Note 8 Cash at bank and in hand

Other Total Short term cash investments (less than 3 months maturity date) Short term deposits Cash at bank and on hand	This year Last year £ £ - - 75,025 50,000 248,521 319,308 - -
	323,546 369,308

Page 15 of 19

Section C Notes to the accounts (cont)

Note 9 Charity funds

9.1 Details of material funds held and movements during the CURRENT reporting period

Please give details of the movements of material individual funds in the reporting period together with a balancing figure for 'Other funds'. The 'Total funds' figure below should reconcile to 'Total funds' in the balance sheet.

* Key: PE - permanent endowment funds; EE - expendible endowment funds; R - restricted income funds, including special trusts, of the charity; and U - unrestricted funds

----- Start of picture text -----
Fund Fund
balances balances
Type PE, EE Purpose and Restrictions brought Gains and carried
R or UR
forward Income Expenditure Transfers losses forward
Fund names £ £ £ £ £ £
Abergavenny balance R Any specific project use 4,048 - - 4,048 - - -
Bude balance R For a trip for the children 300 - - - - 300
Work Week travel sponsorship R Travel sponsorship 1,000 - - - - 1,000
Halifax (Salterhebble) R Discharge possible tax liability by Oct 2025 16,031 - - - - 16,031
- - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
Other funds N/a N/a - - - - - -
Total Funds 21,379 - - 4,048 - - 17,331
----- End of picture text -----*

Note 9 Charity funds (cont)

9.2 Details of material funds held and movements during the PREVIOUS reporting period

* Key: PE - permanent endowment funds; EE - expendible endowment funds; R - restricted income funds, including special trusts, of the charity; and U - unrestricted funds

----- Start of picture text -----
Fund Fund
balances balances
Type PE, EE Purpose and Restrictions brought Gains and carried
R or UR
forward Income Expenditure Transfers losses forward
Fund names £ £ £ £ £ £
Chelmsford balance R New windows at Girls' Hostel 1,615 - - - 1,615 - 0
Abergavenny balance R Any specific project use 4,048 - - - - 4,048
Bude balance R For a trip for the children 300 - - - - 300
Work Week travel sponsorship R Travel sponsorship 1,000 - - - - 1,000
Halifax (Salterhebble) R Discharge possible tax liability by Oct 2025 16,031 - - - - 16,031
Leicester Glenhills donation R Building work 40,000 - - 40,000 - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
Other funds N/a N/a - - - - - -
Total Funds 62,994 - - 40,000 - 1,615 - 21,379
----- End of picture text -----*

Page 16 of 19

Section C Notes to the accounts (cont)

Note 9 Charity funds (cont)

9.3 Transfers between funds

This year

----- Start of picture text -----
Reason for transfer and where endowment is converted to income, Amount
legal power for its conversion
Between unrestricted and 0
restricted funds
Between endowment and 0
restricted funds
Between endowment and 0
unrestricted funds
Last year
Reason for transfer and where endowment is converted to income, Amount
legal power for its conversion
Between unrestricted and The donor has agreed that the remaining balance on its restricted 1,615
restricted funds donation can be put to any use by the charity, therefore this balance is
being transferred to unrestricted funds.
Between endowment and 0
restricted funds
Between endowment and 0
unrestricted funds
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Page 17 of 19

Section C Notes to the accounts (cont)

Note 10 Transactions with trustees and related parties

If the charity has any transactions with related parties (other than the trustee expenses explained in guidance notes) details of such transactions should be provided in this note. If there are no transactions to report, please enter “True” in the box or "False" if there are transactions to report.

10.1 Trustee remuneration and benefits

This year

None of the trustees have been paid any remuneration or received any other benefits from an employment with their charity or a related entity (True or False)

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TRUE
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In the period the charity has paid trustees remuneration and benefits. Please give the amount of, and legal authority for, any remuneration or other benefits paid to a trustee by the charity or any institution or company connected with it.

Name of trustee Legal authority (eg order, governing document)	Remuneration Pension contribution Redundancy (including loss of office)/ex gratia Other TOTAL £ £ £ £ £ - - - - - - - - - - - - - - - - - - - - Amounts paid or benefit value

Please give details of why remuneration or other employment benefits were paid.

Where an ex gratia payment has been made to a trustee, provide an explanation of the nature of the payment.

Last year

None of the trustees have been paid any remuneration or received any other benefits from an employment with their charity or a related entity (True or False)

TRUE

----- Start of picture text -----
Amounts paid or benefit value
Remuneration Pension Redundancy Other TOTAL
Legal authority (eg contribution (including
Name of trustee order, governing loss of
document) office)/ex
gratia
£ £ £ £
- - - - -
- - - - -
- - - - -
- - - - -
----- End of picture text -----

Please give details of why remuneration or other employment benefits were paid.

Where an ex gratia payment has been made to a trustee, provide an explanation of the nature of the payment.

Page 18 of 19

10.2 Trustees' expenses

If the charity has paid trustees expenses for fulfilling their duties, details of such transactions should be provided in this note. If there are no transactions to report, please enter “True” in the box below. If there are transactions to report, please enter "False".

----- Start of picture text -----
No trustee expenses have been incurred (True or False) FALSE
This year Last year
Type of expenses reimbursed
£ £
Travel 170 -
Subsistence - -
Accommodation - -
Other (please specify): - -
- -
TOTAL 170 -
Please provide the number of trustees reimbursed for expenses or who 1 0
had expenses paid by the charity
----- End of picture text -----

10.3 Transaction(s) with related parties

Please give details of any transaction undertaken by (or on behalf of) the charity in which a related party has a material interest, including where funds have been held as agent for related parties. If there are no such transactions, please enter 'true' in the box provided.

This year

There have been no related party transactions in the reporting	There have been no related party transactions in the reporting	There have been no related party transactions in the reporting	period (True	or False)		*TRUE*

						Amounts
Name of the trustee or related party	Relationship to charity	Description of the transaction(s)	Amount	Balance at period end	Provision for bad debts at period end	written off during reporting
						period
			£	£	£	£

In relation to the transactions above, please provide the terms and conditions, including any security and the nature of any payment (consideration) to be provided in settlement.

For any related party, please provide details of any guarantees given or received.

Last year

Last year	Last year	Last year
There have been no related party transactions in the reporting			period (True	or False)			*TRUE*

								Amounts
Name of the trustee or related party	Relationship to charity	Description of the transaction(s)	Amount		Balance at period end	Provision for bad debts at period end		written off during reporting
								period
			£		£	£		£

In relation to the transactions above, please provide the terms and conditions, including any security and the nature of any payment (consideration) to be provided in settlement.

For any related party, please provide details of any guarantees given or received.

Page 19 of 19

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