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2023-09-30-accounts

Friends of Green Fold

Trustees’ Annual Return

Trustees

Joanne Brown – Chair Melanie Gilkes – Vice Chair Suzanne Schofield – Secretary Jane Ashton – Treasurer Kayleigh Orrall – Social Media Trustee Jeanette Horrocks – Safeguarding Trustee Gary Anders – Head Teacher

Address

The Orchards Federation Highfield Road Farnworth Bolton BL4 0NS

Charity Number : 1185568

Web page: https://www.greenfold.bolton.sch.uk/statutory/fogf/

Facebook: @Friendsofgreenfold

Report of the trustees for the year ended 30[th] Sept 2023

Friends of Green Fold was established in September 2017. It functions mainly as a Parent Teacher Association for a Special Needs School. The Charity was registered in 2019 as a CIO; charity number 1185568. The seven trustees are voted in annually at the AGM and monthly meetings are held on a Friday during the school day.

Purpose

In setting our purpose the trustees have given careful consideration and regards to the charity commission’s public benefit guidance.

The object of the CIO is to advance the education of pupils of Green Fold School and others in the Orchards Federation in particular by:

Income and spending

As we enter our seventh year of Friends of Green Fold and our fifth of being a registered charity, our fundraising efforts have got back on track. However, due to the pandemic and the rising costs of living, our efforts are still being affected. All charities have suffered as a result of the pandemic and we expect that it will still be challenging to access grants and funding going forward.

Our financial year runs from 1st October until 30th September.

The bank balance at the year end 30.9.2022 was £28562.07 and we had petty cash of £270.96 which together totalled £28833.03. There were no cheques outstanding as at 30.9.2022. However, out of those funds the following were earmarked:

£19223.92 - Summer School

£333.97 - Sensory Books - Balance £281.98 - Crelling Harness £250.00 - Banner & T-shirts

Total = £20089.87

£28833.03 - £20089.87 = £8743.16 funds available.

In the financial period 1.10.2022 to 30.9.8.2023 we have had an income of £9873.99 and expenditure of £12983.84 which leaves a balance of -£3109.85. We have paid for the Banner & T-shirts, which were allocated in 2021/2022 monies out in this financial year which totalled £267.75 and reimbursed the summer school 2022 salaries (£8716.76) which were allocated in the 2021/2022 figures, out in the 2022/2023 financial period.

We were able to hold a Christmas Fair which is always a lovely event, tailored to meet the needs of the children and enjoyed with parents/carers. The Christmas Fair is usually one of our most successful fundraising events and this year is the first since the pandemic, that we have able to invite parents/carers into school. We managed to raise £1278.77 from the event.

We also received £84.17 in various donations throughout the year . These monies have been raised from various parent/carer donations and people selling crafts they have made and donating the funds to FOG. We would like to thank everyone for their kindness, generosity and ongoing support.

The school approached us and asked for help raising funds towards an Immersive Classroom which would benefit all pupils. The classroom is going to cost approx £20000.00. The trustees agreed and also agreed to put £5000.00 from our unallocated funds towards the classroom. A Justgiving page was

set up for anyone who would like to donate or hold a sponsored event that they could link into the Justgiving page. We also held the annual Park Run Takeover event in Queens Park and it was decided that any funds raised by sponsorship would be put towards the Immersive Classroom. We have also received £1000.00 from Bolton Together towards the Immersive Classroom. The funds raised so far (including the £5000.00 from unallocated funds & £1000 from Bolton Together) is £10668.95. A very special thank you to everyone who has helped to raise funds towards the Immersive Classroom.

The Your School Lottery continues to bring in a steady stream of funds and so far this year we have received £1089.20. This includes monies from people who have very kindly donated their winnings back to the school.

We are signed up to Amazon Smile and this has raised £105.32.

We were able to run Summer School 2023. We already had £19223.92 of funds earmarked for summer school. However, we did not receive the summer school 2022 salaries invoice before our year end in 2021/2022 period. The summer school salaries were therefore paid out in the 2022/2023 financial year in the sum of £8716.76. This left £10507.16 of allocated funds towards summer school 2023.

We received £1320.50 from parents/carers in respect of summer school fees. The total expenditure up to 30.9.2023 is £504.32. We are awaiting an invoice for the use of a council mini-bus and have not yet received the invoice for the summer school salaries. These will be paid out in the next financial year. There is currently £11323.34 earmarked for summer school 2023 expenditure. Any funds remaining will be put towards summer school 2024.

Expenditure includes £3315.68 for purchases for school. This includes £267.75 for a banner and T- shirts which were earmarked in 2021/2022 financial period. In addition we have also spent £71.94 on sun shades, £232.45 for beanbags, £1383.00 for Acheeva positioning kits, £175.50 for leavers T-shirts, £520.90 for a Planetarium, £592.14 towards the Greenfields event and £72 for Year 6 leavers photoframes.

Other fees that have been paid out are £120.00 for auditing and licensing fees. We try to keep all outgoings which are not directly related to the children, but necessary, to a minimum.

As we enter our seventh year the bank balance at 30.9.2023 is £25252.82 and we have petty cash of £470.36 which together totals £25723.18. There are no outstanding cheques to be presented.

However, out of those funds we have the following monies earmarked:

£11323.34 - Summer School 2023

£10668.95 - Immersive Classroom

£177.00 - Mirrorball for Seedlings

£25723.18 - £22169.29 = £3553.89 funds available.

Fundraising

Friends of Green Fold continue to raise funds from the public, we hold a local Lotteries Licence and mainly interact with friends and family of people who are linked to Green Fold Specialist School. Our fundraising follows a pattern of events usually including a Christmas Fair, an Easter Event and a Summer Sponsored event. These activities fulfil the object to develop effective relationships between members of the whole school community by bringing them together for fun and exciting events. This is especially important given that our families are spread out across the borough and the majority come and go on buses allowing limited opportunity for parents and carers to interact.

We are registered with ‘your school lottery’ and regularly sell approximately 40 tickets a week. In addition to this we are registered with easyfundraising, Amazon Smile and Paypal.

We carry out our purpose by making grants to the school. We have a clear process (appendix 1) and will accept Requests for Funding (appendix 2) from any member of staff who feels they could enhance the education or experiences of the pupils in any way with our support.

If a request for funding is agreed staff can use the school requisition process to purchase an item and the bursar then invoices the charity to be reimbursed. If the request is substantially beyond our ability to fund an item then the Trustees will agree to apply for larger grants from other suitable charities.

Safeguarding

The trustees take Safeguarding very seriously, and we have a dedicated safeguarding trustee in Jeanette Horrocks who is employed by the school as a member of the children and families team. This year we have created our own safeguarding policy and now adopt this as oppose to the school version we used previously. We are keen to ensure that our volunteers are safe and fully understand their role when helping at school, therefore ensuring the safety of the children as well. We have an induction form, which we ask volunteers to read and sign prior to helping at an event. Due to the needs of the pupils the children are always supervised by either their Teachers or their parent and there should never be a need for our volunteers to be directly responsible for a child.

Our trustees receive annual safeguarding training via the school or directly from the Federations executive Head – Andy Feeley. Our future plans are to include a requirement for all trustees to be DBS checked and we will be offering/encouraging volunteers to submit a voluntary DBS check vie the school.

– - Appendix 1 Friends of Green Fold Application for Funding Process

Click link to go to web page

Member of staff completes a FOG application for funding form (found on web page). They should then consult senior leadership team/head teacher who can sign the form if approved.

The form is given to one of the Friends of Green Fold Trustees either physically or electronically via friendsofgreenfold@gmail.com

If time is limited or a the cost is small the FOG trustees might discuss the application remotely. Otherwise it will be added to the agenda of the following meeting.

Following the meeting (within 1 week) one of the trustees will contact the applicant with the result and share what the trustees have agreed/or not. The school head and bursar will also be informed to ensure clarity.

Usually the applicant will follow the school process to purchase an item or experience. Following the arrival of the item or experience FOG would always appreciate a photograph to share with our supporters. At this point the school bursar can invoice the FOG treasurer.

– Appendix 2 Friends of Green Fold Application for Funding

Description of item/experience:

Cost:

How many children will potentially benefit?

Why is it needed and what do you expect the impact to be?

Have you consulted the senior leadership team prior to placing this bid?

Have you considered whether there are other funding streams which could cover or share the cost?

Name: Best way to contact you:

Signature: Signature of Head Teacher: (required for bids in excess of £100)

PLEASE ATTACH A PRINT OUT OR LINK TO THE ITEM OR EXPERIENCE YOU WISH TO PURCHASE

Please return form to any FOG Trustee or email to: friendsofgreenfold@gmail.com

FRIENDS OF GREEN FOLD REGISTEREDCHARITY: 1185568 REGISTEREDCHARITY: 1185568 REGISTEREDCHARITY: 1185568
MAIN INCOME AND EXPENDITURE ACCOUNT 2022/2023
ACCOUNTING PERIOD 1.10.2022 TO 30.9.2023
BALANCES BROUGHT FORWARD FROM 2021/2022 CREDIT DEBIT **BALANCE **
PETTYCASH 270.96
CHEQUES STILL TOBECASHED 0.00 0.00
CURRENT ACCOUNT 28,562.07
DEPOSIT ACCOUNT 0.00
TOTAL FUNDS AVAILABLE 28,833.03 0.00 0.00
INCOME EXPENDITURE NET
DONATIONS 84.17 0.00 84.17
PURCHASESFORSCHOOL 0.00 3,315.68 -3,315.68
YOURSCHOOL LOTTERY 1,089.20 0.00 1,089.20
CHRISTMASFAIR 2022 1,605.85 327.08 1,278.77
LICENCES &FEES 0.00 120.00 -120.00
SUMMERSCHOOL 2022 0.00 8,716.76 -8,716.76
AMAZONSMILE 105.32 0.00 105.32
IMMERSIVE ROOM 5,668.95 0.00 5,668.95
SUMMERSCHOOL 2023 1,320.50 504.32 816.18
0.00 0.00 0.00
TOTAL 9,873.99 12,983.84 -3,109.85
BALANCE BROUGHT FORWARD FROM 2021/2022 28,833.03
CHQS STILL TOBECASHED 2021/2022 0.00
FUNDSAVAILABLE 28,833.03
BALANCE CARRIED FORWARD
PETTYCASH 470.36
CHEQUES STILL TOBECASHED 0.00
CURRENT ACCOUNT ASAT30.09.2023 25,252.82
DEPOSIT ACCOUNT 0.00
FUNDSAVAILABLE 25,723.18
MONIESEARMARKED FORSUMMERSCHOOL £11323.34
MONIESEARMARKED FOR IMMERSIVE ROOM £10668.95
MIRRORBALL -SEEDLINGS £177.00
FUNDSAVAILABLE(INCPETTYCASH) £3553.89

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FRIENDS OF GREEN FOLD
DONATIONS 2022/2023
DATE TYPE INCOME AMOUNT DATE TYPE EXPENDITURE AMOUNT
14.11.2022 BACS SUMUP - TESTER DONATION TO CHECK MACHINE 0.98
21.11.2022 PAY IN 000097 CASH - DONATION FROM PARENT 15.00
23.1.2023 BACS PAYPAL - DONATION VIA PAYPAL 10.00
24.6.2023 PAY IN 000102 CASH - £14 FROM SALE OF RAINBOW RIBBONS 51.94
£37.94 FUNDS FROM VALENTINES RAFFLE
11.9.2023 BACS PAYPAL - DONATION VIA PAYPAL 6.25
TOTAL INCOME 84.17 TOTAL EXPENDITURE 0.00
84.17

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FRIENDS OF GREEN FOLD
PURCHASES FOR SCHOOL 2022/2023
DATE TYPE INCOME AMOUNT DATE TYPE EXPENDITURE AMOUNT
21.10.2022 CHQ000088 BMBC - INV GF22.23/07 - LEAVERS T-SHIRTS 2022 267.75
11.5.2023 CHQ000094 BMBC - INV GF23.24/08 - SUN SAIL SHADES FOR SAPLINGS 71.94
15.6.2023 CHQ000095 BMBC - INV GF23.24/09 - 3X BEAN BAGS 232.45
15.6.2023 CHQ000096 BMBC - INV GF23.24/10 - ACHEEVA POSITIONING KITS 1,383.00
13.7.2023 CHQ000099 BMBC - INV GF23.24/13 - LEAVERS T-SHIRTS 175.50
9.9.2023 CHQ000102 BMBC - INV GF23.24/18 - PLANETARIUM & TRAVEL COSTS 520.90
9.9.2023 CHQ000103 BMBC - INV GF23.24/17 - GREENFIELDS EVENT 592.14
9.9.2023 CHQ000104 BMBC - INV GF23.24/15 - PHOTOFRAMES FOR YR 6 LEAVERS 72.00
TOTAL INCOME 0.00 TOTAL EXPENDITURE 3,315.68
-3,315.68

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FRIENDS OF GREEN FOLD
YOUR SCHOOL LOTTERY 2022/2023
DATE TYPE INCOME AMOUNT DATE TYPE EXPENDITURE AMOUNT
4.10.2022 BACS YOUR SCHOOL LOTTERY - £66.40 TICKET SALES & 78.70
£12.30 DONATED WINNINGS
11.10.2022 BACS YOUR SCHOOL LOTTERY - £12.60 & £12.30 DONATED 24.90
WINNINGS
8.11.2022 BACS YOUR SCHOOL LOTTERY - £84.00 TICKET SALES & 96.60
£12.60 DONATED WINNINGS
6.12.2022 BACS YOUR SCHOOL LOTTERY - TICKET SALES 66.40
14.12.2022 BACS YOUR SCHOOL LOTTERY - DONATED WINNINGS 12.30
28.12.2022 BACS YOUR SCHOOL LOTTERY - DONATED WINNINGS 11.70
5.1.2023 BACS YOUR SCHOOL LOTTERY - TICKET SALES 61.60
17.1.2023 BACS YOUR SCHOOL LOTTERY - DONATED WINNINGS 11.40
31.1.2023 BACS YOUR SCHOOL LOTTERY - DONATED WINNINGS 11.40
8.2.2023 BACS YOUR SCHOOL LOTTERY - £77.60 TICKET SALES & 90.20
£12.60 DONATED WINNINGS

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28.2.2023 BACS YOUR SCHOOL LOTTERY - DONATED WINNINGS 12.00
7.3.2023 BACS YOUR SCHOOL LOTTERY - £64.00 TICKET SALES & 76.00
£12.00 DONATED WINNINGS
14.3.2023 BACS YOUR SCHOOL LOTTERY - DONATED WINNINGS 12.00
21.3.2023 BACS YOUR SCHOOL LOTTERY - DONATED WINNINGS 12.90
28.3.2023 BACS YOUR SCHOOL LOTTERY - DONATED WINNINGS 12.90
4.4.2023 BACS YOUR SCHOOL LOTTERY - TICKET SALES 68.80
18.4.2023 BACS YOUR SCHOOL LOTTERY - DONATED WINNINGS 12.90
3.5.2023 BACS YOUR SCHOOL LOTTERY - £67.20 TICKET SALES & 79.80
£12.60 DONATED WINNINGS
17.5.2023 BACS YOUR SCHOOL LOTTERY - DONATED WINNINGS 12.00
31.5.2023 BACS YOUR SCHOOL LOTTERY - DONATED WINNINGS 12.00
6.6.2023 BACS YOUR SCHOOL LOTTERY - £80.00 TICKET SALES & 92.00
£12.00 DONATED WINNINGS
20.6.2023 BACS YOUR SCHOOL LOTTERY - DONATED WINNINGS 10.80
4.7.2023 BACS YOUR SCHOOL LOTTERY - TICKET SALES 58.80
11.7.2023 BACS YOUR SCHOOL LOTTERY - DONATED WINNINGS 11.10

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25.7.2023 BACS YOUR SCHOOL LOTTERY - DONATED WINNINGS 10.80
8.8.2023 BACS YOUR SCHOOL LOTTERY - TICKET SALES 72.40
5.9.2023 BACS YOUR SCHOOL LOTTERY - TICKET SALES 56.80
TOTAL INCOME 1,089.20 TOTAL EXPENDITURE 0.00
1,089.20

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FRIENDS OF GREEN FOLD
CHRISTMAS FAIR 2022
DATE TYPE INCOME AMOUNT DATE TYPE EXPENDITURE AMOUNT
21.11.2022 PAY IN000097 CASH -GRAND RAFFLE TICKETSALES 381.00 18.11.2022 CHQ 000090 MRS JBROWN - REIMBURSE PURCHASEOFSUMUP 52.80
MACHINE
19.12.2022 PAY IN000098 CASH - MONIESRAISED(INC £240 CHOCRAFFLE) 737.00
16.12.2022 PC1 FROM PETTYCASH - 1ST PRIZE INGRAND RAFFLE 100.00
19.12.2022 PAY IN000099 CASH - MONIESRAISED 419.11
16.12.2022 PC2 FROM PETTYCASH - 2ND PRIZE INGRAND RAFFLE 50.00
19.12.2022 PAY IN000100 CASH - MONIESRAISED 5.00
16.12.2022 PC 3 AMAZON(JBROWN)- PAYMENT TOKENS 14.99
20.12.2022 BACS SUMUP - PAYMENTSMADE VIASUMUP AT XMASFAIR 8.85
16.12.2022 PC4 TESCO (S SCHOFIELD)- REFRESHMENTS & SUNDRIES 37.29
10.2.2023 PAY IN000101 CASH - FURTHER MONIESRAISED 54.89
9.2.2023 CHQ 000093 MRS JASHTON - REIMBURSEMENTOF RAFFLE TICKETS 72.00
INVOICE FROM MINERVA PRINT ASTHEY NOLONGER
ACCEPTCHQS
TOTAL INCOME 1,605.85 TOTAL EXPENDITURE 327.08
1,278.77

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FRIENDS OF GREEN FOLD
LICENCES & FEES 2022/2023
DATE TYPE INCOME AMOUNT DATE TYPE EXPENDITURE AMOUNT
18.11.2022 CHQ000089 MR W LATHAM - AUDIT FEE 100.00
23.1.2023 CHQ00091 BOLTON COUNCIL - LOTTERY LICENCE RENEWAL 20.00
TOTAL INCOME 0.00 TOTAL EXPENDITURE 120.00
-120.00

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FRIENDS OF GREEN FOLD
SUMMER SCHOOL 2022
DATE TYPE INCOME AMOUNT DATE TYPE EXPENDITURE AMOUNT
26.1.2023 CHQ 000092 BMBC- INVGF22.23/10-SUMMERSCHOOLSALARIES 8,716.76
TOTAL INCOME 0.00 TOTAL EXPENDITURE 8,716.76
-8,716.76

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FRIENDS OF GREEN FOLD
AMAZON SMILE 2022/2023
DATE TYPE INCOME AMOUNT DATE TYPE EXPENDITURE AMOUNT
15.11.2022 BACS AMAZON SMILE 24.10
31.1.2023 BACS AMAZON SMILE 24.56
24.4.2023 BACS AMAZON SMILE 10.73
19.5.2023 BACS AMAZON SMILE 45.93
TOTAL INCOME 105.32 TOTAL EXPENDITURE 0.00
105.32

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FRIENDS OF GREEN FOLD
IMMERSIVE CLASSROOM 2022/2023
DATE TYPE INCOME AMOUNT DATE TYPE EXPENDITURE AMOUNT
27.3.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 134.18
3.4.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 33.73
11.4.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 58.25
2.5.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 29.23
30.5.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 9.61
6.6.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 41.53
9.6.2023 BACS BOLTON TOGETHER - GRANT TOWARDS IMMERSIVE 1,000.00
CLASSROOM
28.6.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 8.31
3.7.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 34.13
8.7.2023 PAY IN 000105 CASH - FUNDS RAISED AT 80’S DISCO 223.00
8.7.2023 PAY IN 000106 CASH - BALANCE OF FUNDS RAISED AT 80’S DISCO 400.00
18.7.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 388.59

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19.7.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 9.49
25.7.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 58.46
25.7.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 53.40
27.7.2023 PAY IN 000107 CASH - PARKRUN SPONSORSHIP IN AID OF 270.00
IMMERSIVE CLASSROOM
1.8.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 11.87
7.8.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 189.09
15.8.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 261.66
16.8.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 73.61
21.8.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 545.74
22.8.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 13.06
29.8.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 110.39
29.8.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 602.90
4.9.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 97.30
11.9.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 195.39
13.9.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 197.16
15.9.2023 BACS A FEELEY - MONIES RAISED FROM SPONSORED BIKE 150.00
RIDE

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16.9.2023 PAY IN 000112 CASH - FURTHER PARKRUN SPONSORSHIP IN AID OF 457.00
IMMERSIVE CLASSROOM
20.9.2023 BACS DONATIONS VIA JUSTGIVING FOR IMMERSIVE ROOM 11.87
TOTAL INCOME 5,668.95 TOTAL EXPENDITURE 0.00
5,668.95

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FRIENDS OF GREEN FOLD
SUMMER SCHOOL 2023
DATE TYPE INCOME AMOUNT DATE TYPE EXPENDITURE AMOUNT
8.7.2023 PAY IN 000103 CASH-VARIOUS SUMMER SCHOOL FEES 1,000.00 16.6.2023 CHQ 000097 MRS J HORROCKS-REIMBURSE SEALIFE CENTRE 128.00
TICKETS FOR SUMMER SCHOOL
8.7.2023 PAY IN 000105 CASH-BALANCE OF SUMMER SCHOOL FEES 30.00
13.7.2023 CHQ 000100 BMBC-INV GF23.24/14-2X SESSIONS AT SPACE 80.00
27.7.2023 PAY IN 000107 CASH-SUMMER SCHOOL FEES 175.00
14.7.2023 CHQ 000101 MRS J HORROCKS-REIMBURSE FURTHER TICKETS 78.00
16.9.2023 PAY IN 000113 CASH-BALANCE OF SUMMER SCHOOL FEES 115.50 FOR SEALIFE CENTRE
30.09.2023 PC 6 FARNWORTH SERVICE STATION-MINIBUS FUEL 55.86
30.09.2023 PC 7 ASDA-REFRESHMENTS 16.49
30.09.2023 PC 8 TESCO-FUEL FOR STAFF CAR 10.00
30.09.2023 PC 9 BOUNCY CASTLE HIRE 120.00
30.09.2023 PC10 SAINSBURYS-FUEL FOR STAFF CAR 10.00
30.09.2023 PC 11 MCDONALDS-REFRESHMENTS FOR CHILDREN 5.97
TOTAL INCOME 1,320.50 TOTAL EXPENDITURE 504.32
816.18

Page 11

FRIENDS OF GREEN FOLD
DATE TYPE INCOME AMOUNT DATE TYPE EXPENDITURE AMOUNT
TOTAL INCOME 0.00 TOTAL EXPENDITURE 0.00
0.00

Page 12